KD
KD
Kevin Damman
8 Years of Experience
Troy, MI
3 DisclosuresBroker
Kevin Damman is a registered investment advisor at Secure Asset Management, L.L.C., based in Troy, MI, with 8 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. 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
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Location
2565 West Maple Rd, Troy, MI, 48084
Get directionsHistory
Regulatory History (3)
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.
Judgment / Lien
May 2024Judgment / Lien
May 2023Judgment / Lien
July 2019Employment History
Current Registrations
Secure Asset Management, L.L.C.
October 2025 - Present · 1 yr
Aurora SecuritiesBroker
October 2025 - Present · 1 yr
Previous Registrations
Amerivest Investment Management, LLC
July 2013 - October 2013 · 3 mos
TD Ameritrade, INC.
July 2013 - October 2013 · 3 mos
TD Ameritrade, INC.Broker
July 2013 - October 2013 · 3 mos
AXA Advisors, LLC
May 2010 - June 2013 · 3 yrs 1 mo
AXA Advisors, LLCBroker
September 2009 - June 2013 · 3 yrs 9 mos
MML Investors Services, INC.Broker
March 2009 - April 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2008 - August 2008 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - August 2008 · 5 mos
Joseph Gunnar & CO. LLCBroker
May 2007 - December 2007 · 7 mos
New England SecuritiesBroker
March 2005 - November 2006 · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
August 2004 - November 2004 · 3 mos
State Registrations1 state
MI
AdvisorBrokerBoth
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.
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