Kelly
Ipjian
Alera Investment Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kelly Ipjian is a financial advisor based out of Deerfield, Illinois with 6 years of industry experience. Ipjian is on the advisory team at Alera Investment Advisors, LLC. During their career, the advisor has held roles at Gcg Financial Services, Inc, Securian Financial Services, Inc, Alera Investment Advisors, LLC and Triad Advisors. Ipjian has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to advise clients in Illinois. Alera Investment Advisors, LLC is a company operating out of Deerfield, IL. The investment advisory business has offices in 10 locations and a total of 62 financial advisors. It controls $1 billion in assets under management among its 3,177 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 3,177 client accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Alera Investment Advisors, LLC has a broad assortment of services, such as 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. Fees for financial advice typically are based on which services the firm provides the client. However, fees charged by Alera Investment Advisors, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Alera Investment Advisors, LLC Brokerage Details
$1,155,663,428
62
3,177
$363,759
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
Kelly Ipjian Work History
Kelly has been registered as a financial advisor for 6 years.*
Triad Advisors
Alera Investment Advisors, LLC
Gcg Financial Services, Inc
Triad Advisors
Securian Financial Services, Inc
Gcg Financial Services, Inc
*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 Kelly Ipjian 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
Anchorage, AK
Deerfield, IL
Tacoma, WA
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
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.
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.
