Bryan
Hissong

Alera Retirement Advisors, LLC

CRD#2097389
Investment Advisor
in Overland Park, KS

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About this Advisor

Bryan Hissong is a financial advisor based in Overland Park, Kansas, working with Alera Retirement Advisors, LLC. Bryan has previously held positions at Lockton Financial Advisors, LLC, Lockton Investment Advisors, LLC, Lockton Companies, LLC, Transamerica Capital Inc, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Gallagher Benefit Services, Triad, Gallagher Fiduciary Advisors, LLC, Retired, Bcg/Alera, and Alera Retirement Advisors. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas and Missouri. Currently, Bryan is part of Alera Retirement Advisors, LLC, which operates out of Overland Park, Kansas. The firm has 2 offices and 5 employees. The firm manages assets totaling $39.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Alera Retirement Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Overland Park, KS

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Alera Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$38,959,318

KS Average: $7,464,549,021
Total Number of Employees

5

KS Average: 88
Total Number of Accounts

89

KS Average: 3,892
Average Account Size

$437,745

KS Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Bryan Hissong Work History

2024 - Present (0 year)

Alera Retirement Advisors

2023 - Present (1 year)

Bcg/Alera

2023 - 2023 (< 1 year)

Retired

2022 - 2022 (< 1 year)

Triad

2022 - 2023 (1 year)

Gallagher Fiduciary Advisors, LLC

2021 - 2022 (1 year)

Gallagher Benefit Services

2019 - 2021 (2 years)

Transamerica Investors Securities Corporation

2018 - 2019 (1 year)

Transamerica Capital Inc

2018 - 2021 (3 years)

Transamerica Life Insurance Company

2014 - 2018 (4 years)

Lockton Financial Advisors, LLC

2014 - 2018 (4 years)

Lockton Investment Advisors, LLC

2014 - 2018 (4 years)

Lockton Companies, LLC

Disclosures

Please visit the SEC profile of Bryan Hissong 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 Retirement Advisors, LLC

Norbert Naths
Highlands Ranch, CO
Bryan Hissong
Overland Park, KS
Brian Costello
Rochester, NY
Michael Merriman
Rochester, NY
Mary O'Brian
Rochester, NY
Debra Hansen
Leawood, KS
Christopher Tunison
Portland, OR

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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