Robert
Nelson

Alliant Retirement Consulting

CRD#2308743
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Nelson is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Robert has previously held positions at Diversified Investors Securities Corp, Alliant Retirement Consulting, Alliant Insurance Services, Diversified Investment Advisors, Prudential Insurance Company Of America, Prudential Investment Management Services, LLC, Fidelity Brokerage Services LLC, Pwc, Hauser Retirement Solutions, LLC, and Cetera Advisor Networks. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Robert 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 63, 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

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

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

Robert Nelson Work History

2022 - Present (2 years)

Alliant Retirement Consulting

2022 - Present (2 years)

Alliant Insurance Services

2022 - Present (2 years)

Cetera Advisor Networks

2021 - 2022 (1 year)

Hauser Retirement Solutions, LLC

2020 - 2020 (< 1 year)

Fidelity Brokerage Services LLC

2019 - 2020 (1 year)

Pwc

2014 - 2019 (5 years)

Prudential Insurance Company Of America

2014 - 2019 (5 years)

Prudential Investment Management Services, LLC

2004 - 2014 (10 years)

Diversified Investors Securities Corp

2004 - 2014 (10 years)

Diversified Investment Advisors

Disclosures

Please visit the SEC profile of Robert Nelson 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

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