MY
Michael V. Young
FINANCIAL STRATEGIES GROUP
FARGO, ND 58102
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CRD#: 3242751
MY
Professional summary
Michael Victor Young, CFP®, who also goes by Mike Young, is a registered financial advisor currently at FINANCIAL STRATEGIES GROUP located in Fargo, North Dakota and SECURE ASSET MANAGEMENT, L.L.C. located in Fargo, North Dakota.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 8 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 14, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Young
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.
1) Investment advisory services through Classic Asset Management LLC. Mr. Young serves as the Chief Compliance Officer and Chief Operating Officer of CAM. Fargo, ND. 2) Young Financial Services, Inc.-Fargo, ND, Started: 4/1999, Treasurer and President; 3) Classic Holdings, LLC; Non-investment related; 1220 28th Ave N, Fargo, ND 58102; Holding Company; Managing Member; Started 09/2011; Less than 1 hour per month all during trading hours; Member of the Board of Directors of the Holding Company. 4) Young Properties LLP; Non-investment related; 7201 Broadway St NW, Moorhead, MN 56560; Managing Member; Oversite of the entity that owns one rental property; Started 10/2023; Devotes 2 hours per month 5) Secure Asset Management, LLC; Investment-related; FARGO,ND, STARTED: 2/2024, Investment Advisor Representative.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Victor Young's 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®
Start date: 2006
Experience
Current
July 5, 2006 - Present
FINANCIAL STRATEGIES GROUP
Office #1: 1220 28th Avenue North, Fargo, ND 58102RIA
CRD#: 122030
FARGO, ND
Current
February 7, 2024 - Present
SECURE ASSET MANAGEMENT, L.L.C.
Office #1: 1220 28th Ave N, Fargo, ND 58102RIA
CRD#: 144046
Fargo, ND
Current
February 7, 2024 - Present
AURORA SECURITIES
Office #1: 1220 28th Ave N, Fargo, ND 58102BD
CRD#: 46147
Fargo, ND
Past
November 27, 2012 - June 25, 2024
CLASSIC, LLC
BD
CRD#: 159357
FARGO, ND
Past
January 4, 2010 - December 31, 2012
NORTHSTAR FINANCIAL PARTNERS, INC.
BD
CRD#: 107708
FARGO, ND
Past
October 22, 2007 - December 31, 2009
FINTEGRA, LLC
BD
CRD#: 16741
FARGO, ND
Past
January 2, 2003 - October 19, 2007
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
FARGO, ND
Past
June 22, 1999 - December 31, 2002
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
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".
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(2/7/2024)
RR
Arizona(2/7/2024)
RR
Colorado(2/7/2024)
RR
Florida(2/7/2024)
RR
Georgia(2/7/2024)
RR
Illinois(2/7/2024)
RR
Indiana(2/7/2024)
RR
Iowa(2/7/2024)
RR
Louisiana(8/22/2025)
RR
Michigan(2/7/2024)
RR
Minnesota(2/7/2024)
RR
Missouri(2/7/2024)
RR
Nebraska(2/7/2024)
RR
Nevada(1/10/2025)
RR
North Carolina(2/7/2024)
IAR
North Dakota(7/5/2006)
RR
North Dakota(2/7/2024)
RR
Ohio(2/7/2024)
RR
Oregon(2/7/2024)
RR
South Carolina(8/29/2024)
RR
South Dakota(2/8/2024)
IAR
Texas(11/7/2017)
RR
Texas(2/7/2024)
RR
Utah(2/7/2024)
RR
Virginia(2/7/2024)
RR
West Virginia(7/15/2024)
RR
Wisconsin(2/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
SECURE ASSET MANAGEMENT, L.L.C.
1031 CONSULTING AND SERVICES GROUP | WITTENBERG INVESTMENTS, INC | TRANSCEND FINANCIAL | TRADEWELL TAX & FINANCIAL | TRADEWELL FINANCIAL | TITAN WEALTH ADVISORS | THOMAS FINANCIAL | SON LIGHT INC. | SECURE MANAGEMENT | SECURE ASSET MANAGEMENT, LLC | SECURE ASSET MANAGEMENT, L.L.C. | RW BOWLIN INVESTMENT SERVICES, INC. | REAL ESTATE TRANSITION SOLUTIONS | RANGE FINANCIAL | PREMIER ESTATE PLANNERS | PACELINE FINANCIAL LLC | NUSTAR FINANCIAL | NEVILLE FINANCIAL GROUP | MURRAY, TYMKEW & ASSOCIATES, INC. | MONEY & INVESTMENT CONCEPTS | INFORM FINANCIAL | HORNYAK FINANCIAL GROUP | HARRISON FINANCIAL | GOLDSTEIN FINANCIAL | GLEN H. CHESTER & ASSOCIATES | FORTNER WEALTH SERVICES | FORTHRIGHT CAPITAL MANAGEMENT, LLC | FINANCIAL STRATEGIES GROUP | EVERGREEN INVESTMENTS | CRESCENDO FINANCE | COUGHLIN WEALTH MANAGEMENT | COMPASS FINANCIAL | BLUEBIRD ADVISORY
CRD#: 144046 / SEC#: 801-113954
RIA
Registered Investment Advisory firm - (9/7/2018 Approved)Arizona
Registered Investment Advisory firm - (9/17/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/17/2018 Terminated)Florida
Registered Investment Advisory firm - (9/17/2018 Terminated)Illinois
Registered Investment Advisory firm - (9/7/2018 Terminated)Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)Michigan
Registered Investment Advisory firm - (9/18/2018 Terminated)New York
Registered Investment Advisory firm - (9/17/2018 Terminated)Ohio
Registered Investment Advisory firm - (9/17/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/17/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2565 West Maple Rd, Troy, MI 48084
Mailing Address
Phone number
(248) 414-1562
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,714 |
| AUM (Assets Under Management) | $ 890,034,531 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SECURE ASSET MANAGEMENT, L.L.C.
CRD#: 144046Fargo, ND 58102TRUST BUT VERIFY
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