Leland Todd Proshek, AIF | Financial Professional | Lambertville, Michigan | SECURE ASSET MANAGEMENT, L.L.C.

Professional summary

Leland Todd Proshek, AIF®, who also goes by Lee Proshek, is a registered financial advisor currently at SECURE ASSET MANAGEMENT, L.L.C. located in Lambertville, Michigan.

Leland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Leland has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lee Proshek

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 Leland Todd Proshek'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 10, 2026 - Present

SECURE ASSET MANAGEMENT, L.L.C.

Office #1: 7952 Secor Rd, Lambertville, MI 48144

RIA

CRD#: 144046

Lambertville, MI

Past

March 8, 2006 - February 25, 2026

SPC

RIA

CRD#: 110692

LAMBERTVILLE, MI

Past

March 7, 2006 - February 25, 2026

SIGMA FINANCIAL CORPORATION

BD

CRD#: 14303

LAMBERTVILLE, MI

Past

January 11, 2005 - March 7, 2006

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

LAMBERTVILLE, MI

Past

October 10, 2001 - December 31, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

LAMBERTVILLE, MI

Past

October 3, 2001 - March 7, 2006

QUESTAR CAPITAL CORPORATION

BD

CRD#: 43100

LAMBERTVILLE, MI

Past

November 5, 1999 - October 9, 2001

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD

CRD#: 15708

BIRMINGHAM, AL

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.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(3/10/2026)

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

IAR

Series 65

Date: 8/27/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

RR

Series 63

Date: 10/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 11/4/1999

General Securities Representative Examination

Current Firm

SA

SECURE ASSET MANAGEMENT, L.L.C.

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

55

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/26/2025)

Regulatory assets under management

Total Number of Accounts	4,714
AUM (Assets Under Management)	$ 890,034,531

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

Leland T. Proshek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Leland Todd Proshek's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPC

SIGMA FINANCIAL CORPORATION

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

SECURE ASSET MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/27/2021

Series 63

Date: 10/20/1999

SIE

Date: 10/1/2018

Series 7

Date: 11/4/1999

Current Firm

SECURE ASSET MANAGEMENT, L.L.C.

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECURE ASSET MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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