PLANNING ALTERNATIVES LTD
CRD #110268 SEC #801-18310 BIRMINGHAM, MI 248-645-1520
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
24
Clients
--
Accounts
683
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AFFATATO, FLORENCE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | SECRETARY | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | SECRETARY | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | SECRETARY | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | SECRETARY | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | SECRETARY | NA | Control |
| AFFATATO, FLORENCE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE | I | SECRETARY | NA | Control |
| AFFATATO, FLORENCE, ANNE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE, ANNE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE, ANNE | I | CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| AFFATATO, FLORENCE, ANNE | I | SECRETARY | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| COOK, DANIEL, EUGENE | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, DANIEL, EUGENE | I | SECRETARY | NA | |
| DIMITROFF, MARILYN, CAPELLI | I | VICE PRESIDENT | NA | |
| DIMITROFF, MARILYN, CAPELLI | I | VICE PRESIDENT | NA | |
| DIMITROFF, MARILYN, CAPELLI | I | VICE PRESIDENT | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| GOMEZ, STACEY, MARIE | I | TREASURER | NA | |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF OPERATING OFFICER/TREASURER | NA | Control |
| SCHMIDTKE, MICHAEL, D | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHAW, EDWIN, BAKER | I | SECRETARY | NA | |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT | NA | |
| SHAW, EDWIN, BAKER | I | SECRETARY | NA | |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT | NA | |
| SHAW, EDWIN, BAKER | I | SECRETARY | NA | |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| WARNING, ANDREW, S | I | CHIEF COMPLIANCE OFFICER | NA | |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT & TREASURER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT & TREASURER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT & TREASURER | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | E | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | TREASURER | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | TREASURER | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | TREASURER | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | TREASURER | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| MERSEREAU, NATHAN, MARK | I | TREASURER | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | D | Control |
| SHAW, EDWIN, BAKER | I | CEO/PRESIDENT/CFO | D | Control |
| SHAW, EDWIN, BAKER | I | CEO/PRESIDENT/CFO | D | Control |
| SHAW, EDWIN, BAKER | I | CEO/PRESIDENT/CFO | D | Control |
| SHAW, EDWIN, BAKER | I | PRESIDENT | D | Control |
| SHAW, EDWIN, BAKER | I | CEO/PRESIDENT/CFO | D | Control |
| SHAW, EDWIN, BAKER | I | PRESIDENT | D | Control |
| SHAW, EDWIN, BAKER | I | SECRETARY | D | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | D | Control |
| SHAW, EDWIN, BAKER | I | SECRETARY | D | Control |
| SHAW, EDWIN, BAKER | I | SECRETARY | D | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | D | Control |
| SHAW, EDWIN, BAKER | I | SECRETARY | D | Control |
| SHAW, EDWIN, BAKER | I | SECRETARY | D | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | D | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/SECRETARY | D | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/SECRETARY | D | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/SECRETARY | D | Control |
| VANOVER, WILLIAM, HENRY | I | SECRETARY | D | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER/SECRETARY | D | Control |
| VANOVER, WILLIAM, HENRY | I | SECRETARY | D | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | C | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | C | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | C | Control |
| MERSEREAU, NATHAN, MARK | I | PRESIDENT | C | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | C | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | C | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | C | Control |
| SHAW, EDWIN, BAKER | I | VICE PRESIDENT/TREASURER | C | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | C | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | C | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | C | Control |
| VANOVER, WILLIAM, HENRY | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | C | Control |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (30)
AZ CA CO FL GA IL IN KY MA MD ME MI MO NC ND NE NH NJ NY OH OR PA SC SD TN TX VA WA WI WV
Address
255 SOUTH OLD WOODWARD AVE.SUITE 310
BIRMINGHAM, MI 48009-6615
United States
Phone: 248-645-1520