CC
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Craig T Conley

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
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Location

2565 West Maple Rd, Troy, MI, 48084

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig is a licensed insurance agent with Secure Investors Group. He also owns Son Life Incorporated, where he manages AUM and sells life insurance products, dedicating a few hours per week to this business.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
April 2017 - Present · 8 yrs 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.