Kathleen
Aicher

Alliant Retirement Consulting

CRD#1573336
Investment Advisor
in Alpharetta, GA

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About this Advisor

Kathleen Aicher is a financial advisor who works out of Alpharetta, Georgia who has 1 year of industry experience. Aicher is an advisor for Alliant Retirement Consulting. During their career, the advisor has held roles at M Holdings Securities, Inc, M Advisory Group, Lockton Companies, LLC, Lockton Financial Advisors, LLC, Lockton Investment Advisors and Creative Planning, LLC. Aicher has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Alliant Retirement Consulting is an advisory company that has its headquarters in Alpharetta, GA. The firm has offices in eight locations and a total of 17 employees. It manages $1 billion in assets among its 80 client accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm offers pension consulting services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Alliant Retirement Consulting most likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1125 Sanctuary Parkway Suite 300
Alpharetta, GA 30009

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$1,084,277,908

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

17

GA Average: 58
Total Number of Accounts

80

GA Average: 1,608
Average Account Size

$13,553,474

GA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Kathleen Aicher Work History

Kathleen has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Creative Planning, LLC

2017 - 2022 (5 years)

Lockton Companies, LLC

2017 - 2021 (4 years)

Lockton Financial Advisors, LLC

2017 - 2021 (4 years)

Lockton Investment Advisors

2012 - 2017 (5 years)

M Holdings Securities, Inc

2012 - 2017 (5 years)

M Advisory Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kathleen Aicher 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

Ryan Barnett
Alpharetta, GA
Andrew Denler
New York, NY
Kathleen Aicher
Alpharetta, GA
David Feilke
Alpharetta, GA
Robert Knowles
Oklahoma City, OK
Aaron Pottichen
Austin, TX
Jonathan Taporco
Austin, TX
Teressa Rambo
Fayetteville, AR

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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