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Karen Noonan

Investment adviser representative at Secure Asset Management in Troy, MI

Investment adviser registrationUpdated

Karen Noonan is an investment adviser representative at Secure Asset Management, L.L.C., an investment adviser managing $871M, and works from its Troy, MI office. Karen Noonan has been registered through Secure Asset Management since 17 May 2016, has 13 years in the industry across 2 firms and has passed the Series 65.

13
Years in industry
10
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Karen Noonan has been an investment adviser representative at Secure Asset Management since May 2016, and is not listed among the firm’s executive officers or direct owners.

Secure Asset Management, L.L.C. is a Troy, MI firm with $871M under management, 2,877 clients and 54 advisers across 32 offices, as of its August 2026 filing.

Karen Noonan’s longest registration is the current one, 10 years at Secure Asset Management since 2016. Before joining Secure Asset Management in 2016, Karen Noonan was registered through Regal Investment Advisors LLC.

  1. – present · 10 years
    Troy, MI · Adviser representative · Firm CRD 144046
  2. Regal Investment Advisors LLC
    – · 3 years
    Rochester, MI · Adviser representative · Firm CRD 125004

Credentials and registrations

Investment adviser representative registrations

Karen Noonan is registered as an investment adviser representative in Michigan, since May 2016.

  • MichiganSince 17 May 2016

Examinations

Series 6516 February 2011
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Karen R Noonan
CRD
5972464
Firm
Secure Asset Management · CRD 144046
Office
2565 WEST MAPLE RD, Troy, MI 48084
Registration
Investment adviser registration
In the industry since
April 2013
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Karen Noonan work?

Karen Noonan is an investment adviser representative registered through Secure Asset Management, L.L.C. since May 2016, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Karen Noonan a financial advisor?

Yes. Karen Noonan has a current investment-adviser registration in Michigan, through Secure Asset Management since May 2016.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Karen Noonan have?

Karen Noonan has 13 years in the financial industry, since April 2013, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Karen Noonan passed?

Karen Noonan passed the Series 65 in February 2011.

Source: IAPD individual record, checked 24 October 2026

Where did Karen Noonan work before Secure Asset Management?

Before Secure Asset Management, Karen Noonan was registered through Regal Investment Advisors LLC, September 2011 to October 2014.

Source: IAPD individual record, checked 24 October 2026

Where is Karen Noonan based?

Karen Noonan’s registered office is in Troy, MI.

Source: IAPD individual record, checked 24 October 2026

Is Karen Noonan registered with FINRA?

No. Karen Noonan has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Karen Noonan’s record?

Search CRD 5972464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Karen Noonan’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Secure Asset Management

Sources

  1. IAPD individual record, CRD 5972464, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Secure Asset Management, L.L.C., filed 20 August 2026. Executive officers and direct owners; this person is not among them.