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AC

Alan L. Crouse

SIGNAL ADVISORS WEALTH
DETROIT, MI 48226
Some features on this profile are disabled
CRD#: 5446465
AC

Professional summary

Alan Lee Crouse, CFP®, who also goes by Alan L Crouse, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Detroit, Michigan.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Alan has worked at 9 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alan L Crouse

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 Alan Lee Crouse'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

Experience

Current

April 27, 2026 - Present

SIGNAL ADVISORS WEALTH, LLC

Office #1: 1555 Broadway St, Detroit, MI 48226
RIA
CRD#: 301086
DETROIT, MI
Past

June 20, 2024 - March 6, 2026

ALIGHT FINANCIAL SOLUTIONS, LLC

BD
CRD#: 36509
CHICAGO, IL
Past

June 18, 2024 - March 6, 2026

ALIGHT FINANCIAL ADVISORS, LLC

RIA
CRD#: 158744
NORTHVILLE, MI
Past

February 20, 2018 - March 31, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
ANN ARBOR, MI
Past

February 20, 2018 - March 31, 2023

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
ANN ARBOR, MI
Past

May 22, 2014 - February 13, 2018

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
NORTHVILLE, MI
Past

June 14, 2012 - February 13, 2018

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

March 1, 2011 - May 31, 2012

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
BEVERLY HILLS, MI
Past

March 1, 2011 - May 31, 2012

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BEVERLY HILLS, MI
Past

April 23, 2009 - March 10, 2011

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
NORTHVILLE, MI
Past

April 13, 2009 - March 10, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
DETROIT, MI
Past

December 14, 2007 - January 14, 2009

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
PLYMOUTH, MI

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
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS

CRD#: 301086 / SEC#: 801-127017

RIA
Registered Investment Advisory firm - (12/8/2022 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
(4/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/3/2008
Uniform Combined 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: 12/13/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/1/2020
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 10/26/2015
Investment Company Products/Variable Contracts Principal Examination

Current Firm

SA
SIGNAL ADVISORS WEALTH, LLC
CARDINAL WEALTH MANAGEMENT LLC | TWO WATERS WEALTH MANAGEMENT | SIGNAL WEALTH | SIGNAL ADVISORS WEALTH, LLC | SECURE MONEY STRATEGIES, LLC | RETIREMENT PROTECTORS, INC. | RELIABLE WEALTH FINANCIAL GROUP | NEW SMYRNA BEACH RETIREMENT SOLUTIONS | LIONHEAD ASSET MANAGEMENT | JOURNEY WEALTH STRATEGIES | HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC | FJ SHAW PRIVATE WEALTH | FAMILY RETIREMENT SERVICES | CASHMORE INVESTMENTS

CRD#: 301086 / SEC#: 801-127017

RIA
Registered Investment Advisory firm - (12/8/2022 Approved)
PREMIUM
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Contact information

Main Address
1555 Broadway St, Detroit, MI 48226
Mailing Address
Phone number
+1 (866) 774-4625
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIGNAL ADVISORS WRAP FEE BROCHURE (10/1/2025)
ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts10,250
AUM (Assets Under Management)$ 1,352,814,108

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.

Company Information

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086Detroit, MI 48226

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