John
Fisher

Alera Investment Advisors, LLC

CRD#5868145
Investment Advisor
in Downers Grove, IL

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About this Advisor

John Fisher is a financial advisor based in Downers Grove, Illinois, working with Alera Investment Advisors, LLC. John has previously held positions at Securian Financial Services, Inc, Minnesota Life Ins Co, Gcg Financial, Inc, Triad Advisors, Inc, Alera Investment Advisors, LLC, and Gcg Financial, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, John is part of Alera Investment Advisors, LLC, which operates out of Downers Grove, Illinois. The firm has 10 offices and 64 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Alera Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1901 Butterfield Road Suite 200
Downers Grove, IL 60515

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Alera Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$2,732,341,341

IL Average: $6,674,516,078
Total Number of Employees

64

IL Average: 44
Total Number of Accounts

3,323

IL Average: 2,564
Average Account Size

$822,251

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Fisher Work History

2017 - Present (7 years)

Triad Advisors, Inc

2017 - Present (7 years)

Alera Investment Advisors, LLC

2015 - Present (9 years)

Gcg Financial, LLC

2010 - 2017 (7 years)

Securian Financial Services, Inc

2010 - 2017 (7 years)

Minnesota Life Ins Co

2010 - 2015 (5 years)

Gcg Financial, Inc

Disclosures

Please visit the SEC profile of John Fisher 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 Alera Investment Advisors, LLC

Michael Marino
Deerfield, IL
Akeem Davis
Tacoma, WA
Kimberly Petricca
Deerfield, IL
Colin Ragsdale
Virginia Beach, VA
Dalila Toledo
St. Petersburg, FL
Rebecca Noordhoek
Chicago, IL
Ethan Rosenbloom
Deerfield, IL
Edward Haibt
Englewood, CO

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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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.

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