Morgan Stanley
47yrs
Top advisor by experience in Bloomfield Hills
14yrs
Thaddeus Schlaud
Full name on record: Thaddeus William Schlaud
Financial advisor at Secure Asset Management
Thaddeus Schlaud is a fiduciary financial advisor in Bloomfield Hills, Michigan, with 14 years in the industry. After ten years at Gainplan and two years at Edward Jones, Thaddeus joined Secure Asset Management in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Thaddeus holds the CFP® designation.
One of 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office1668 South Telegraph Road, Bloomfield Hills, MI 48302
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$302,612
Advisors at the firm55
States licensed ?1 state
Services through Secure Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowSecure Asset Management, L.L.C.Current firm
- 2015 – 2025Gainplan LLCPreviously
- 2013 – 2015Edward JonesPreviously
Contact Thaddeus
(248) 414-1562Firm headquarters in Troy, MI. Ask for Thaddeus. 1668 South Telegraph RoadBloomfield Hills, MI 48302Office · Get directions Firm websitewww.1031csg.com
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Questions to ask Thaddeus
Tailored to Thaddeus’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thaddeus
How do I contact Thaddeus?
Call Secure Asset Management at (248) 414-1562 and ask for Thaddeus Schlaud. Thaddeus works from the Bloomfield Hills, MI office.
How long has Thaddeus been a financial advisor?
Thaddeus has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Thaddeus hold?
Series 66. Tap any license on this page to see what it allows.
Is Thaddeus a fiduciary?
Thaddeus is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thaddeus paid?
Secure Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Thaddeus for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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