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).

Current Firm Details
Three Parkway North, Suite 500, Deerfield, IL 60015
https://aleragroup.com/
By the Numbers
  • Total Assets Under Management
    2,732
    MILLION
  • Total Number of Accounts
    3,323
    ACCOUNTS
  • Average Account Value
    $822,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Alera Investment Advisors, LLC
Showing 31 - 40 of 46 top financial advisors.
31
Craig Stanley, financial advisor Virginia Beach VA
Craig M. Stanley
CRD#: 5325378
5029 Corporate Woods Drive, Suite 200, Virginia Beach, VA 23462

Craig Stanley (CRD# 5325378) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Virginia Beach, VA and has over 16 years of experience in the finance industry.

32
Duane Stevens, financial advisor Deerfield IL
Duane E. Stevens
CRD#: 2619027
Three Parkway North, Suite 500, Deerfield, IL 60015

Duane Stevens (CRD# 2619027) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 28 years of experience in the finance industry.

33
Mark Strubel, financial advisor Greenwood Village CO
Mark C. Strubel
CRD#: 6108345
6465 S Greenwood Plaza Blvd, Suite 500, Greenwood Village, CO 80111

Mark Strubel (CRD# 6108345) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Greenwood Village, CO and has over 11 years of experience in the finance industry.

34
Lieren Timeus, financial advisor Virginia Beach VA
Lieren M. Timeus
CRD#: 6037372
5029 Corporate Woods Dr., Suite 200, Virginia Beach, VA 23462

Lieren Timeus (CRD# 6037372) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Virginia Beach, VA and has over 8 years of experience in the finance industry.

35
Gigi Verrey, financial advisor Deerfield IL
Gigi J. Verrey
CRD#: 2259750
Three Parkway North, Suite 500, Deerfield, IL 60015

Gigi Verrey (CRD# 2259750) 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.

36
Thomas Wagner, financial advisor Downers Grove IL
Thomas W. Wagner
CRD#: 2727605
1901 Butterfield Road, Suite 200, Downers Grove, IL 60515

Thomas Wagner (CRD# 2727605) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Downers Grove, IL and has over 9 years of experience in the finance industry.

37
Vincent Zinsmeyer, financial advisor Deerfield IL
Vincent E. Zinsmeyer
CRD#: 2228410
Three Parkway North, Suite 500, Deerfield, IL 60015

Vincent Zinsmeyer (CRD# 2228410) 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.

38
Akeem Davis, financial advisor Tacoma WA
Akeem C. Davis
CRD#: 5328905
1201 Pacific Ave., Suite 2025, Tacoma, WA 98402

Akeem Davis (CRD# 5328905) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Tacoma, WA and has over 2 years of experience in the finance industry.

39
Peter Delyanis, financial advisor Tacoma WA
Peter S. Delyanis
CRD#: 2047769
1201 Pacific Avenue, Suite 2025, Tacoma, WA 98402

Peter Delyanis (CRD# 2047769) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Tacoma, WA and has 1 year of experience in the finance industry.

40
Kyle Holben, financial advisor Deerfield IL
Kyle W. Holben
CRD#: 7302725
Three Parkway North, Suite 500, Deerfield, IL 60015

Kyle Holben (CRD# 7302725) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 2 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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