Alissa Purko (CRD# 6205645) is an Investment Advisor Representative working at Nfp Retirement Inc. in Madison, WI and has over 5 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nfp Retirement, Inc. | Aliso Viejo, CA | Jun 2019 - Current | 4 |
| Bronfman E.l. Rothschild, LP | Madison, WI | Jun 2014 - Jun 2019 | 5 |
| The Investment Center | Pewaukee, WI | May 2013 - May 2014 | 1 |
| Uw-milwaukee | Milwaukee, WI | Jan 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- CA
- WI
-
Total Assets Under Management96,454MILLIONS
-
Total Number of Accounts5,514ACCOUNTS
-
Average Account Value$17,492,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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