Mitchell
Ratnow

Alera Investment Advisors, LLC

CRD#2108962
Investment Advisor
in Deerfield, IL

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About this Advisor

Mitchell Ratnow is a financial advisor based in Deerfield, Illinois, working with Alera Investment Advisors, LLC. Mitchell has previously held positions at Gcg Financial Inc, Securian Financial Services, Inc, Minnesota Life Insurance Company, Gcg Financial, LLC, Triad Advisors, Inc, and Alera Investment Advisors, LLC. Mitchell has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Mitchell is part of Alera Investment Advisors, LLC, which operates out of Deerfield, Illinois. The firm has 10 offices and 64 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including high-net-worth individuals. 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 63, Series 66

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

Three Parkway North Suite 500
Deerfield, IL 60015-2567

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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

Mitchell Ratnow Work History

2017 - Present (7 years)

Triad Advisors, Inc

2017 - Present (7 years)

Alera Investment Advisors, LLC

2015 - Present (9 years)

Gcg Financial, LLC

1990 - 2015 (25 years)

Gcg Financial Inc

1990 - 2017 (27 years)

Securian Financial Services, Inc

1990 - 2017 (27 years)

Minnesota Life Insurance Company

Disclosures

Please visit the SEC profile of Mitchell Ratnow 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

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

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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