Alex Offerman (CRD# 6263464) is an Investment Advisor Representative working at Model Wealth in Naperville, IL and has over 7 years of experience in the finance industry. Alex Offerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 3025408
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Model Wealth Inc. | Naperville, IL | Aug 2019 - Current | 4 |
| Highpoint Advisor Group, LLC | Downers Grove, IL | Jan 2015 - Current | 9 |
| Lpl Financial, LLC | Downers Grove, IL | Dec 2014 - Current | 9 |
| Model Wealth Inc. | Downers Grove, IL | Apr 2018 - Aug 2019 | 1 |
| Aurora University | Aurora, IL | Aug 2012 - May 2016 | 3 |
| Aurora University | Aurora, IL | Aug 2012 - May 2016 | 3 |
| Lighthouse Financial Group | Aurora, IL | Oct 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- IL
-
Total Assets Under Management200MILLIONS
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Total Number of Accounts476ACCOUNTS
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Average Account Value$420,865
- 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
CO, IL
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