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
Tina Hohman (CRD# 2602526) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 24 years of experience in the finance industry.
Kelly Ipjian (CRD# 2599958) 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.
Robert Janson (CRD# 1743875) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 36 years of experience in the finance industry.
Lyndsay Kim (CRD# 2902606) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Buford, GA and has over 22 years of experience in the finance industry.
John Kwasigroch (CRD# 2498782) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Downers Grove, IL and has over 29 years of experience in the finance industry.
Richard Levitz (CRD# 2253373) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 31 years of experience in the finance industry.
Michael Marino (CRD# 6274016) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 10 years of experience in the finance industry.
Jonathan Muench (CRD# 2345704) 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.
Alan Nerad (CRD# 4646364) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 21 years of experience in the finance industry.
Brent Novoselsky (CRD# 2145551) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 31 years of experience in the finance industry.