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 41 - 46 of 46 top financial advisors.
41
Zachary Lansburgh, financial advisor Chicago IL
Zachary W. Lansburgh
CRD#: 7612741
410 N. Michigan Avenue, Suite 1200, Chicago, IL 60611

Zachary Lansburgh (CRD# 7612741) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Chicago, IL and has 1 year of experience in the finance industry.

42
David Lehenbauer, financial advisor Deerfield IL
David Lehenbauer
CRD#: 7538690
Three Parkway North, Suite 500, Deerfield, IL 60015

David Lehenbauer (CRD# 7538690) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has 1 year of experience in the finance industry.

43
Rebecca Noordhoek, financial advisor Chicago IL
Rebecca C. Noordhoek
CRD#: 6359438
410 N Michigan Ave, Suite 1200, Chicago, IL 60611

Rebecca Noordhoek (CRD# 6359438) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Chicago, IL and has over 9 years of experience in the finance industry.

44
Colin Ragsdale, financial advisor Virginia Beach VA
Colin Ragsdale
CRD#: 7506920
5029 Corporate Woods Drive, Suite 200, Virginia Beach, VA 23462

Colin Ragsdale (CRD# 7506920) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Virginia Beach, VA and has over 2 years of experience in the finance industry.

45
Matthew Rockefeller, financial advisor Deerfield IL
Matthew T. Rockefeller
CRD#: 5889017
Three Parkway North, Suite 500, Deerfield, IL 60015

Matthew Rockefeller (CRD# 5889017) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has 1 year of experience in the finance industry.

46
Benjamin Stoffels, financial advisor Deerfield IL
Benjamin Stoffels
CRD#: 7258054
Three Parkway North, Suite 500, Deerfield, IL 60015

Benjamin Stoffels (CRD# 7258054) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL 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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