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 11 - 14 of 14 top financial advisors.
11
Kathleen Monahan, financial advisor Alpharetta GA
Kathleen Monahan
CRD#: 5283423
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009

Kathleen Monahan (CRD# 5283423) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has 1 year of experience in the finance industry.

12
Ryan Oconnor, financial advisor Alpharetta GA
Ryan Oconnor
CRD#: 7342978
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009

Ryan Oconnor (CRD# 7342978) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has 1 year of experience in the finance industry.

13
Cara Reynolds, financial advisor Houston TX
Cara C. Reynolds
CRD#: 4441486
5444 Westheimer Rd, Suite 900, Houston, TX 77056

Cara Reynolds (CRD# 4441486) is an Investment Advisor Representative working at Alliant Retirement Consulting in Houston, TX and has over 11 years of experience in the finance industry.

14
Julia Sell, financial advisor Alpharetta GA
Julia S. Sell
CRD#: 7771350
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA 30009

Julia Sell (CRD# 7771350) is an Investment Advisor Representative working at Alliant Retirement Consulting in Alpharetta, GA and has 1 year 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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