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Leland Proshek

Investment adviser representative at Secure Asset Management in Lambertville, MI

Investment adviser registrationUpdated

Leland Proshek is an investment adviser representative at Secure Asset Management, L.L.C., an investment adviser managing $871M, and works from its Lambertville, MI office. Leland Proshek has been registered through Secure Asset Management since 10 March 2026, has 26 years in the industry across 4 firms and has passed the Series 63, Series 7 and Series 65.

26
Years in industry
0
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Leland Proshek has been an investment adviser representative at Secure Asset Management since March 2026, 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.

Leland Proshek’s longest registration was 19 years at SPC (2006–2026). Before joining Secure Asset Management in 2026, Leland Proshek was registered through SPC and Questar Asset Management, Inc.

  1. – present · under a year
    Lambertville, MI · Adviser representative · Firm CRD 144046
  2. SPC
    – · 19 years
    Lambertville, MI · Adviser representative · Firm CRD 110692
  3. Questar Asset Management, Inc.
    – · 1 year
    Lambertville, MI · Adviser representative · Firm CRD 133358
  4. Questar Capital Corporation
    – · 4 years
    Lambertville, MI · Adviser representative · Firm CRD 43100

Credentials and registrations

Investment adviser representative registrations

Leland Proshek is registered as an investment adviser representative in Michigan, since March 2026.

  • MichiganSince 10 March 2026

Examinations

Series 6527 August 2021
Name
Uniform Investment Adviser Law Examination
SIECredited
Name
Securities Industry Essentials Examination
Series 74 November 1999
Name
General Securities Representative Examination
Series 6320 October 1999
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Leland Todd Proshek
CRD
4016188
Firm
Secure Asset Management · CRD 144046
Office
7952 Secor Rd, Lambertville, MI 48144
Registration
Investment adviser registration
In the industry since
November 1999
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Leland Proshek work?

Leland Proshek is an investment adviser representative registered through Secure Asset Management, L.L.C. since March 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Leland Proshek a financial advisor?

Yes. Leland Proshek has a current investment-adviser registration in Michigan, through Secure Asset Management since March 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Leland Proshek have?

Leland Proshek has 26 years in the financial industry, since November 1999, across 4 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Leland Proshek passed?

Leland Proshek has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in October 1999. FINRA credited Leland Proshek with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Leland Proshek work before Secure Asset Management?

Before Secure Asset Management, Leland Proshek was registered through SPC, March 2006 to February 2026; Questar Asset Management, Inc., January 2005 to March 2006; Questar Capital Corporation, October 2001 to December 2005.

Source: IAPD individual record, checked 24 October 2026

Where is Leland Proshek based?

Leland Proshek’s registered office is in Lambertville, MI.

Source: IAPD individual record, checked 24 October 2026

Is Leland Proshek registered with FINRA?

No. Leland Proshek has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Leland Proshek’s record?

Search CRD 4016188 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leland Proshek’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Secure Asset Management

Sources

  1. IAPD individual record, CRD 4016188, 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.