SECURE PLANNING, LLC
Legal name: SECURE PLANNING
CRD #42179 SEC #801-55630 PORTSMOUTH, NH 603-433-5515
SEC Registered Broker-Dealer
Total AUM
$169.3M
Discretionary
$169.3M
Employees
6
Clients
10
Accounts
868
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BROWN, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | CHIEF COMPLIANCE OFFICER/EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| DUGAN, LISA ANNE | I | EXECUTIVE OFFICER | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GENDRON, KAREN MARIE | I | FINOP | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL AND OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL AND OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL AND OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL AND OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| GRONDIN, DANIELLE MARIE | I | FINANCIAL OPERATIONS OFFICER | NA | |
| HEPPLER, BRETT MILES | I | FINANCIAL OPERATIONS OFFICER | NA | |
| HEPPLER, BRETT MILES | I | FINANCIAL OPERATIONS OFFICER | NA | |
| HEPPLER, BRETT MILES | I | FINANCIAL OPERATIONS OFFICER | NA | |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT/TRUSTEE | NA | Control |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JULIANNE MARY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WALTZ, LORI ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| EDWARD J. MALLON REVOCABLE TRUST, EDWARD J MALLON TRUSTEE | DE | OWNER | E | Control |
| MALLON, EDWARD JOHN JR | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL MA ME MO MS NC NH NM NY TX VT WI
Address
42 MIDDLE STPORTSMOUTH, NH 03801
United States
Phone: 603-433-5515