PLANNING ALTERNATIVES LTD of BIRMINGHAM, MI is an SEC-registered investment adviser (CRD 110268). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Andrew S Warning | CHIEF COMPLIANCE OFFICER | — |
| Nathan Mark Mersereau | PRESIDENT | — |
| SHAW EDWIN BAKER | CEO/PRESIDENT/CFO; PRESIDENT; SECRETARY (+2 more) | — |
| VANOVER WILLIAM HENRY | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/SECRETARY; CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY; SECRETARY | — |
| DIMITROFF MARILYN CAPELLI | VICE PRESIDENT | — |
| MERSEREAU NATHAN MARK | PRESIDENT; PRESIDENT & TREASURER; TREASURER | — |
| COOK ALAN EUGENE | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; SECRETARY | — |
| WARNING ANDREW S | CHIEF COMPLIANCE OFFICER | — |
| SCHMIDTKE MICHAEL D | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER/TREASURER | — |
| Affatato Florence Anne | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| GOMEZ STACEY MARIE | TREASURER | — |
| AFFATATO FLORENCE | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; SECRETARY | — |