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Michael Paul Masserant

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

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Location

38695 W. Seven Mile Road, Suite 125, Livonia, MI, 48152

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Michael works as an insurance agent for Senior Planning Advisors, Inc. since 2019, selling insurance products. This activity takes about half of Michael's time.

Employment History
Current Registrations
C2 Private Wealth
January 2020 - Present · 6 yrs 1 mo
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.