AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TH

Timothy Hanna

PLANNING ALTERNATIVES LTD
Birmingham, MI 48009-6615
Some features on this profile are disabled
CRD#: 6062756
TH

Professional summary

Timothy Hanna is a registered financial advisor currently at PLANNING ALTERNATIVES LTD located in Birmingham, Michigan.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Timothy has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Timothy Hanna'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®
None

Experience

Current

July 10, 2025 - Present

PLANNING ALTERNATIVES LTD

Office #1: 255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615
RIA
CRD#: 110268
Birmingham, MI
Past

May 15, 2012 - January 13, 2014

MULTI-BANK SECURITIES, INC.

BD
CRD#: 22098
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
PLANNING ALTERNATIVES LTD
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
(7/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/26/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/14/2012
General Securities Representative Examination

Current Firm

PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD
PLANNING ALTERNATIVES LTD

CRD#: 110268 / SEC#: 801-18310

RIA
Registered Investment Advisory firm - (2/2/1983 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
24

SEC notice filing (17 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

PLANNING ALTERNATIVES PART 2A BROCHURE (3/14/2025)

Regulatory assets under management

Total Number of Accounts683
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.

Company Information

PLANNING ALTERNATIVES LTD

PLANNING ALTERNATIVES LTD

CRD#: 110268Birmingham, MI 48009-6615

TRUST BUT VERIFY

Monitor Timothy Hanna

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics