Rebecca
Noordhoek
Alera Investment Advisors, LLC
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About this Advisor
Rebecca Noordhoek is a financial advisor operating in Chicago, Illinois with 1 year of relevant experience. Noordhoek is currently employed by Alera Investment Advisors, LLC. Their career trajectory has included roles at J.P. Morgan Retirement Plan Services LLC, J.P. Morgan Institutional Investments Inc, Westport Ale House, The Classic Cup, University Of Missouri-Kansas City, Gwfs Equities, Inc, Triad Advisors, Empower Retirement and Alera Group. Noordhoek holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Alera Investment Advisors, LLC is an advisory firm that has its headquarters in Deerfield, IL. The investment advisory business has offices in 10 locations and a total of 62 advisors. It controls $1 billion in total assets across its 3,177 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 3,177 customer accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Alera Investment Advisors, LLC offers a number of services, including 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 management largely are based on the financial services offered. However, fee types billed by Alera Investment Advisors, LLC can consist 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
Rebecca Noordhoek Work History
Rebecca has been registered as a financial advisor for 1 years.*
Triad Advisors
Alera Group
Empower Retirement
J.P. Morgan Retirement Plan Services LLC
J.P. Morgan Institutional Investments Inc
Westport Ale House
Gwfs Equities, Inc
Empower Retirement
The Classic Cup
University Of Missouri-Kansas City
*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 Rebecca Noordhoek 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
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Deerfield, IL
Tacoma, WA
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Downingtown, PA
Deerfield, IL
Englewood, CO
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.
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