Nathan M. Mersereau

PLANNING ALTERNATIVES LTD

Birmingham, MI 48009-6615

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CRD#: 2451746

Professional summary

Nathan Mark Mersereau, CFP® is a registered financial advisor currently at PLANNING ALTERNATIVES LTD located in Birmingham, Michigan.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Nathan has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Tax Planning

Life Transitions

Estate Planning

Business Succession Planning

Do you have an area of expertise or specialization?

Business Owners

Corporate Executives

Entrepreneurs

High Net Worth Client Needs

Investment Advice with Ongoing...

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Mark Mersereau's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

February 14, 2018 - Present

PLANNING ALTERNATIVES LTD

Office #1: 255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615

RIA

CRD#: 110268

Birmingham, MI

Past

April 18, 2012 - February 9, 2018

WEALTHCARE ADVISORS, LLC

RIA

CRD#: 159835

BLOOMFIELD HILLS, MI

Past

May 3, 2010 - February 9, 2018

PLANNING ALTERNATIVES LTD

RIA

CRD#: 110268

BLOOMFIELD HILLS, MI

Past

March 7, 2007 - December 31, 2009

OAKLAND WEALTH MANAGEMENT, INC.

RIA

CRD#: 130781

SOUTHFIELD, MI

Past

April 16, 2004 - May 13, 2005

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

March 1, 1994 - April 16, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 1, 1994 - April 16, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA

Registered Investment Advisory firm - (2/2/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(2/14/2018)

IAR

Wyoming
(3/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/4/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/28/1994

General Securities Representative Examination

Current Firm

PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA

Registered Investment Advisory firm - (2/2/1983 Approved)

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Contact information

Main Address

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615

Mailing Address

Phone number

(248) 645-1520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLANNING ALTERNATIVES PART 2A BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts	683
AUM (Assets Under Management)	$ 1,283,122,581

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Nathan M. Mersereau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Mark Mersereau's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHCARE ADVISORS, LLC

PLANNING ALTERNATIVES LTD

OAKLAND WEALTH MANAGEMENT, INC.

TRIAD ADVISORS LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

PLANNING ALTERNATIVES LTD

State Registrations and Notice Filings

Exams

Series 63

Date: 3/4/1994

Series 7

Date: 2/28/1994

Current Firm

PLANNING ALTERNATIVES LTD

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLANNING ALTERNATIVES LTD

TRUST BUT VERIFY

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