Ryan
Oconnor

Alliant Retirement Consulting

CRD#7342978
Investment Advisor
in Alpharetta, GA

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About this Advisor

Ryan Oconnor is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Ryan has previously held positions at Alliant Retirement Consulting, Alliant Retirement Services Inc, Independent Statistical Consulting Company, Integrated Pension Design, Inc, Jc Broderick And Associates, H And R Block, Levittown Public Schools, Binghamton University, Molloy College, Ac Moore Arts & Crafts, Cetera Advisor Networks, and Alliant Insurance Services, Inc. Ryan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Ryan 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, Series 63

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

Ryan Oconnor Work History

2022 - Present (2 years)

Cetera Advisor Networks

2021 - Present (3 years)

Alliant Retirement Consulting

2021 - Present (3 years)

Alliant Insurance Services, Inc

2021 - 2022 (1 year)

Cetera Advisor Networks

2020 - 2021 (1 year)

Alliant Retirement Services Inc

2018 - 2020 (2 years)

Independent Statistical Consulting Company

2018 - 2018 (< 1 year)

Integrated Pension Design, Inc

2018 - 2020 (2 years)

Molloy College

2017 - 2018 (1 year)

Jc Broderick And Associates

2016 - 2017 (1 year)

Jc Broderick And Associates

2015 - 2016 (1 year)

H And R Block

2015 - 2015 (< 1 year)

Levittown Public Schools

2013 - 2017 (4 years)

Binghamton University

2012 - 2014 (2 years)

Ac Moore Arts & Crafts

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ryan Oconnor 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

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

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