Noah
Buehner

Royal Alliance Associates, Inc

CRD#6106073
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Noah Buehner is a financial advisor based out of Fort Wayne, Indiana, with a total of 5 years of industry experience. Buehner works at Royal Alliance Associates, Inc. Their career trajectory has included roles at Dekalb County Schools, Scotttrade, Royal Alliance, Financial Planning Services and Financial Planning Servcies. Buehner has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Royal Alliance Associates, Inc is an advisory business operating out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in total assets across its 149,233 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 191 charities and foundations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a wide range 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 depend on which services the firm provides the client. However, fee types billed by Royal Alliance Associates, Inc can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

6920 Pointe Inverness Way Suite 170
Fort Wayne, IN 46804

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

IN Average: $10,121,009,343
Total Number of Employees

3,704

IN Average: 92
Total Number of Accounts

149,233

IN Average: 6,978
Average Account Size

$197,920

IN Average: $1,450,417

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

Noah Buehner Work History

Noah has been registered as a financial advisor for 5 years.*

2021 - Present (3 years)

Financial Planning Services

2018 - Present (6 years)

Royal Alliance

2018 - Present (6 years)

Financial Planning Servcies

2014 - 2018 (4 years)

Scotttrade

2013 - 2014 (1 year)

Dekalb County Schools

*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 Noah Buehner 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 Royal Alliance Associates, Inc

Stephen Carter
Grandville, MI
Noah Buehner
Fort Wayne, IN
Samuel Clark
South Jordan, UT
David Whitfield
Mishawaka, IN
Joshua Harper
South Jordan, UT
Austen Harvey
Jersey City, NJ
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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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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.

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