Eric
Kaufman

Alliant Retirement Consulting

CRD#2536051
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Eric Kaufman is a financial advisor based in Los Angeles, California, working with Alliant Retirement Consulting. Eric has previously held positions at Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, Lockton Companies, LLC, Alliant Insurance Services, Alliant Retirement Consulting, and Cetera Advisor Networks LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Eric is part of Alliant Retirement Consulting, which operates out of Los Angeles, California. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

333 S. Hope St. Suite 3750
Los Angeles, CA 90071

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

CA Average: $3,570,121,308
Total Number of Employees

23

CA Average: 58
Total Number of Accounts

47

CA Average: 1,608
Average Account Size

$3,063,830

CA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Eric Kaufman Work History

2023 - Present (1 year)

Cetera Advisor Networks LLC

2022 - Present (2 years)

Alliant Insurance Services

2022 - Present (2 years)

Alliant Retirement Consulting

2008 - 2022 (14 years)

Lockton Financial Advisors, LLC

2007 - 2022 (15 years)

Lockton Investment Advisors, LLC

2005 - 2022 (17 years)

Lockton Companies, LLC

Disclosures

Please visit the SEC profile of Eric Kaufman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliant Retirement Consulting

Shakeil Becker
Seattle, WA
Matthew Graser
New York, NY
Robert Knowles
Oklahoma City, OK
Jonathan Taporco
Austin, TX
Ryan Barnett
Alpharetta, GA
Matthew Webb
Fresno, CA
Andrew Denler
New York, NY
Julia Mendak
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started