Kyle
Holben
Alera Investment Advisors, LLC
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About this Advisor
Kyle Holben is a financial advisor working in Deerfield, Illinois with a total of 1 year of relevant experience. Holben is currently employed by Alera Investment Advisors, LLC. During their career, the advisor has held roles at New York Life Insurance Company, Auto Club Detailing, University Of Illinois, Thronton Fractional South, Jewel-Osco, Nylife Securities LLC, Triad Advisors and Alera Group. Holben has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Alera Investment Advisors, LLC is a registered investment business that has its headquarters in Deerfield, IL. The firm has offices in 10 locations and a total of 62 financial advisors. It oversees $1 billion in total assets among its 3,177 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 3,177 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a number 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. Financial management fee schedules are based on the type of services. However, fees billed by Alera Investment Advisors, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kyle Holben Work History
Kyle has been registered as a financial advisor for 1 years.*
Triad Advisors
Alera Group
Auto Club Detailing
Nylife Securities LLC
New York Life Insurance Company
University Of Illinois
Jewel-Osco
Thronton Fractional South
*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 Kyle Holben 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
Tacoma, WA
Deerfield, IL
Downers Grove, IL
Englewood, CO
Deerfield, IL
Deerfield, IL
Downingtown, PA
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.
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