Michael Dean Herzog
Investment adviser representative at Secure Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$42.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Secure Investment Management, LLCJun 2026 to now
- Secure Income Management LLCJun 2026 to now
- Thrivent FinancialApr 2026 to Jun 2026
- Thrivent Investment Management IncApr 2026 to Jun 2026
- Equitable Advisors, LLCJan 2026 to Jun 2026
- UnemployedNov 2025 to Jan 2026
- Aaa Insurance Co.Feb 2023 to Sep 2025
- Herzog Medicare Choices IncSep 2022 to Jan 2023
- Kelly ServicesOct 2021 to Sep 2022
- SelectquoteDec 2020 to Oct 2021
- UnemployedSep 2020 to Nov 2020
- GeicoJun 2013 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Secure Investment Management, LLC
$42.9MAssets managed
942Clients
22Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8195182
- Firm CRD
- 141195