Adviser and broker representative · Secure Asset Management, L.l.c.
Mark J. Mueller
CRD 2067097 · Bloomfield Hills, MI
At a glance
Mark J. Mueller is an investment adviser representative with Secure Asset Management, L.l.c. in Bloomfield Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2019, about 7 years ago. Mark is also registered as a broker representative.
Current advisory firm
- Secure Asset Management, L.l.c.Since September 2021Bloomfield Hills, MI · $871M in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.