Alliant Retirement Consulting

Alliant Retirement Consulting (CRD# 167970) is a financial advisory firm headquartered in Alpharetta, GA. They manage $144,000,000 in 47 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009
https://www.alliantretirementconsulting.com/
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $3,063,830
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Alliant Retirement Consulting
Showing 1 - 10 of 14 top financial advisors.
1
Wendy Conner, financial advisor Alpharetta GA
Wendy M. Conner
CRD#: 4169248
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009

Wendy Conner (CRD# 4169248) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has over 23 years of experience in the finance industry.

2
John Cunningham, financial advisor Westfield NJ
John A. Cunningham
CRD#: 2359267
Westfield, NJ

John Cunningham (CRD# 2359267) is an Investment Advisor Representative working at Alliant Retirement Consulting in Westfield, NJ and has over 29 years of experience in the finance industry.

3
Sarah Keibler, financial advisor Seattle WA
Sarah L. Keibler
CRD#: 4420243
1420 5th Avenue, Suite 1500, Seattle, WA 98101

Sarah Keibler (CRD# 4420243) is an Investment Advisor Representative working at Alliant Retirement Consulting in Seattle, WA and has over 17 years of experience in the finance industry.

4
James Laschinger, financial advisor Alpharetta GA
James A. Laschinger
CRD#: 2960596
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009

James Laschinger (CRD# 2960596) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has over 26 years of experience in the finance industry.

5
Jonathan Taporco, financial advisor Austin TX
Jonathan M. Taporco
CRD#: 4857239
3600 N. Capital Of Texas Hwy, Bldg B, Suite 200, Austin, TX 78746

Jonathan Taporco (CRD# 4857239) is an Investment Advisor Representative working at Alliant Retirement Consulting in Austin, TX and has over 9 years of experience in the finance industry.

6
Sean Waggoner, financial advisor Alpharetta GA
Sean P. Waggoner
CRD#: 2748574
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009

Sean Waggoner (CRD# 2748574) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has over 27 years of experience in the finance industry.

7
Michael West, financial advisor New York City NY
Michael H. West
CRD#: 4587141
101 Park Avenue, 12th Floor, New York City, NY 10178

Michael West (CRD# 4587141) is an Investment Advisor Representative working at Alliant Retirement Consulting in New York City, NY and has over 15 years of experience in the finance industry.

8
Drew Whitney, financial advisor Austin TX
Drew P. Whitney
CRD#: 5918906
3600 N. Capital Of Texas Hwy, Bldg B, Suite 200, Austin, TX 78746

Drew Whitney (CRD# 5918906) is an Investment Advisor Representative working at Alliant Retirement Consulting in Austin, TX and has over 12 years of experience in the finance industry.

9
Andrew Denler, financial advisor New York City NY
Andrew M. Denler
CRD#: 6001478
101 Park Avenue, 12th Floor, New York City, NY 10178

Andrew Denler (CRD# 6001478) is an Investment Advisor Representative working at Alliant Retirement Consulting in New York City, NY and has over 10 years of experience in the finance industry.

10
Julia Mendak, financial advisor New York City NY
Julia Mendak
CRD#: 6394734
101 Park Avenue, 12th Floor, New York City, NY 10178

Julia Mendak (CRD# 6394734) is an Investment Advisor Representative working at Alliant Retirement Consulting in New York City, NY and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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