Alera Investment Advisors, LLC
Alera Investment Advisors, LLC (CRD# 287906) is a financial advisory firm headquartered in Deerfield, IL. They manage $2,732,341,341 in 3,323 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management2,732MILLION
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Total Number of Accounts3,323ACCOUNTS
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Average Account Value$822,251
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Andrew Adams (CRD# 2000274) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 15 years of experience in the finance industry.
Jeffrey Albers (CRD# 2246932) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Tacoma, WA and has over 31 years of experience in the finance industry.
Brian Carlson (CRD# 4651304) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 20 years of experience in the finance industry.
Brandon Clouse (CRD# 6011176) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 12 years of experience in the finance industry.
Pamela Davis (CRD# 1325424) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 32 years of experience in the finance industry.
Ronald Devon (CRD# 6164071) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Anchorage, AK and has over 10 years of experience in the finance industry.
John Fisher (CRD# 5868145) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Downers Grove, IL and has over 13 years of experience in the finance industry.
Bruce Friedman (CRD# 4394621) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 22 years of experience in the finance industry.
Edward Haibt (CRD# 6282276) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.
Clay Hessel (CRD# 2561166) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 29 years of experience in the finance industry.