Vincent
Zinsmeyer
Alera Investment Advisors, LLC
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About this Advisor
Vincent Zinsmeyer is a financial advisor who works in Deerfield, Illinois who has 3 years of relevant experience. Zinsmeyer is an employee of Alera Investment Advisors, LLC. Their career trajectory has included roles at Amcorp Insurance & Financial Services, Sagepoint Financial, Inc, Two Point Royal, LLC, Lpl Financial LLC, Global Retirement Partners, Triad Advisors and Alera Investment Advisors, LLC. Zinsmeyer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Alera Investment Advisors, LLC is an advisory business operating out of Deerfield, IL. The firm has offices in 10 locations and a total of 62 people on staff. It administers $1 billion in assets among its 3,177 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 3,177 client accounts, 15% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a broad set 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 charged by financial advisors typically depend on the financial services. However, fee types billed by Alera Investment Advisors, LLC most likely include 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
Vincent Zinsmeyer Work History
Vincent has been registered as a financial advisor for 3 years.*
Triad Advisors
Alera Investment Advisors, LLC
Amcorp Insurance & Financial Services
Lpl Financial LLC
Global Retirement Partners
Two Point Royal, LLC
Sagepoint Financial, 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 Vincent Zinsmeyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Deerfield, IL
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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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