CW
CFP
CW
CFP

Chad Wotton

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
51 advisors
Number of Clients
4,714 clients
Average Client Portfolio
$189K average
Assets Under Management
$890.0M

Fee Structure

Minimum Investment:None
Loading...

Location

1668 South Telegraph Road, Bloomfield Hills, MI, 48302

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Chad is an insurance agent with Secure Investors Group, selling fixed insurance products, and spends minimal time on this. He also works with Titan Wealth Advisors, which is related to his investment services, and spends minimal time on this as well.

Employment History
Current Registrations
Secure Asset Management, L.L.C.
May 2025 - Present · 9 mos
Previous Registrations
Gainplan LLC
September 2017 - May 2025 · 7 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.