Planning Alternatives Ltd
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 110268
- SEC number
- 801-18310
- Firm type
- RIA
- Assets under management
- $1.5B as of Mar 25, 2026
- Website
- www.youtube.com/channel/UCeLQ7fPeKomf2Qwn5_57qHg ↗
- Phone
- 248-645-1520
- Address
- 255 South Old Woodward Ave., Birmingham, MI, 48009-6615
Advisors at this firm
9 in our index · page 1 of 1
-
Heather Elizabeth FultonCRD 6343809 · Jackson, WYIA RegisteredRegistration inactive
-
Kent W. GolightlyCRD 7169662 · Birmingham, MIIA Registered
-
Stacey Marie GomezCRD 2883903 · Birmingham, MIIA Registered
-
Thomas Edward GraneyCRD 2103052 · Naples, FLIA RegisteredRegistration inactive
-
Timothy HannaCRD 6062756 · Birmingham, MIIA Registered
-
Bradley James ImprotaCRD 8226529 · Jackson, WYIA Registered
-
Nathan Mark MersereauCRD 2451746 · Birmingham, MIIA Registered
-
Gary Steven RosenbergCRD 1030275 · Huntington Woods, MIIA Registered
-
David Walter TutakCRD 6695813 · Birmingham, MIIA RegisteredRegistration inactive
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 110268 ↗
FINRA BrokerCheck record for firm CRD 110268 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.