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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Cavalier Lacrosse 4 months, 2 weeks Feb 2019 - Present
Shenandoah Valley Youth Lacrosse 4 months, 2 weeks Feb 2019 - Present
Brokers International Financial Services, LLC 5 months Jan 2018 - Jun 2018
The Holt Advisory Group 1 year, 5 months Jan 2017 - Jun 2018
Broker Dealer Financial Services 1 year, 3 months Sep 2016 - Dec 2017
Lionheart Lacrosse LLC 3 years, 8 months Oct 2015 - Present
Harrison Custom Fencing 7 months Sep 2015 - Apr 2016
Navigant Consulting Inc. 1 year, 9 months Sep 2013 - Jun 2015
Montessori School of Evergreen 1 year Jul 2012 - Jul 2013
Rocky Mountain Institute 3 months May 2012 - Aug 2012
Mustangs Sports Club 2 years, 4 months Apr 2011 - Aug 2013
Colorado Academy 1 year, 4 months Feb 2011 - Jun 2012
Golden Sweets 3 years, 2 months Oct 2008 - Dec 2011
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Taylor Harrison Embury?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 13, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Feb 13, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Alliant Wealth Advisors

Last updated on March 29, 2019
    • $162.4M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 382
      Accounts
    • $425.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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