Patrick C. Hannon

PLANNING ALTERNATIVES LTD

Birmingham, MI 48009-6615

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CRD#: 5852224

Professional summary

Patrick Charles Hannon, CFP®, who also goes by Patrick Hannon, is a registered financial advisor currently at PLANNING ALTERNATIVES LTD located in Birmingham, Michigan.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Patrick has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Hannon

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 Patrick Charles Hannon'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: 2014

Experience

Current

December 10, 2014 - Present

PLANNING ALTERNATIVES LTD

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

RIA

CRD#: 110268

Birmingham, MI

Past

September 28, 2011 - December 4, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NORTHVILLE, MI

Past

September 28, 2011 - December 4, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NORTHVILLE, MI

Past

January 26, 2011 - March 3, 2011

NEW ENGLAND SECURITIES

RIA

CRD#: 615

SOUTHFIELD, MI

Past

November 11, 2010 - March 3, 2011

NEW ENGLAND SECURITIES

CRD#: 615

SOUTHFIELD, 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".

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
(12/10/2014)

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 66

Date: 1/14/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/10/2010

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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Firm Stability Insights

Patrick C. Hannon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Charles Hannon's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

PLANNING ALTERNATIVES LTD

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2011

SIE

Date: 12/4/2014

Series 7

Date: 11/10/2010

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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