Chad Michael Wotton, CFP | Financial Professional | Bloomfield Hills, Michigan | SECURE ASSET MANAGEMENT, L.L.C.

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 .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Wotton

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.

Secure Investors Group, not investment-related, 1668 S. Telegraph Road, Bloomfield Hills, MI 48302, insurance agent, fixed insurance, start date - 5/2025 start date, 5 hours during trading hours, insurance agent; Titan Wealth Advisors, dba for investment-related services, 1668 S. Telegraph Road, Bloomfield Hills, MI 48302, start date - 5/2025 start date, 5 hours during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael Wotton'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: 2017

Experience

Current

May 23, 2025 - Present

SECURE ASSET MANAGEMENT, L.L.C.

Office #1: 1668 South Telegraph Road Suite 100, Bloomfield Hills, MI 48302

RIA

CRD#: 144046

Bloomfield Hills, MI

Past

September 5, 2017 - May 30, 2025

GAINPLAN LLC

RIA

CRD#: 174427

Bloomfield Hills, 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

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
(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

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

53

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

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Chad M. Wotton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chad Michael Wotton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURE ASSET MANAGEMENT, L.L.C.

GAINPLAN LLC

Primary Firm SEC Registration

SECURE ASSET MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

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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