Chad Michael Wotton
CFP®Professional Summary
Chad Michael Wotton, CFP®, who also goes by Chad Wotton, is a registered financial advisor currently at SECURE ASSET MANAGEMENT, L.L.C. located in Bloomfield Hills, Michigan. Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Chad has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chad Wotton
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Current Firm
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
Contact Information
Main Address
2565 West Maple Rd, Troy, MI 48084Phone Number
(248) 414-1562# of Employees
54SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,609AUM (Assets Under Management)
$870,615,187Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Primary Firm SEC Registration
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
State Registrations and Notice Filings
(5/23/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Michael Wotton's CRS (Customer Relationship Summary).
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.