Kathleen
Monahan

Alliant Retirement Consulting

CRD#5283423
Investment Advisor
in Alpharetta, GA

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About this Advisor

Kathleen Monahan is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Kathleen has previously held positions at Cetera Advisor Networks LLC and Alliant Insurance Services, Inc. Kathleen has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Kathleen is part of Alliant Retirement Consulting, which operates out of Alpharetta, Georgia. 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 65

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

$144,000,000

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

23

GA Average: 58
Total Number of Accounts

47

GA Average: 1,608
Average Account Size

$3,063,830

GA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Kathleen Monahan Work History

2013 - Present (11 years)

Cetera Advisor Networks LLC

2012 - Present (12 years)

Alliant Insurance Services, Inc

Disclosures

Please visit the SEC profile of Kathleen Monahan 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
Andrew Denler
New York, NY
Jonathan Taporco
Austin, TX
Julia Mendak
New York, NY
Matthew Webb
Fresno, CA
Ryan Barnett
Alpharetta, GA

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