LP
LP
Leland Proshek
26 Years of Experience
Lambertville, MI
2 Disclosures
Leland Proshek is a registered investment advisor at Secure Asset Management, L.L.C., based in Lambertville, MI, with 26 years of industry experience. Leland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
2,877 clients
Average Client Portfolio
$303K average
Assets Under Management
$870.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
7952 Secor Rd, Lambertville, MI, 48144
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2026Customer Dispute
May 2009Settled
Employment History
Current Registrations
Secure Asset Management, L.L.C.
March 2026 - Present · 7 mos
Previous Registrations
Spc
March 2006 - February 2026 · 19 yrs 11 mos
Sigma Financial CorporationBroker
March 2006 - February 2026 · 19 yrs 11 mos
Questar Asset Management, INC.
January 2005 - March 2006 · 1 yr 2 mos
Questar Capital Corporation
October 2001 - December 2005 · 4 yrs 2 mos
Questar Capital CorporationBroker
October 2001 - March 2006 · 4 yrs 5 mos
Proequities, INC.Broker
November 1999 - October 2001 · 1 yr 11 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.