Jeffrey
Bigler

Royal Alliance Associates, Inc

CRD#1850797
Investment Advisor
in Rochester, MN

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About this Advisor

Jeffrey Bigler is an investment advisor in Rochester, Minnesota. Currently an investment advisor with Royal Alliance Associates, Inc, they have accumulated a notable 30 years of professional experience in the financial advisory industry. Bigler has a Series 63 license, qualifying them as a securities representative. Bigler is registered to operate based out of Iowa, Minnesota and Texas. During their career, the advisor has held roles at Jadco, Life Investors, Bigler Financial Services, Transamerica Financial Advisors, Inc, Advanced Financial Consultants/Advanced Financial, Royal Alliance Associates, Inc and Signator Investors, Inc. Royal Alliance Associates, Inc is based out of Rochester, Minnesota, and has 968 other offices throughout the nation. Overall, Royal Alliance Associates, Inc manages $13 billion in assets across 62,916 client accounts and retains more than 2,951 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 38,447 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Royal Alliance Associates, Inc provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

31 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, Commissions

Disclosures

No

Office Location

2770 Commerce Dr Nw
Rochester, MN 55901

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

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

2,951

MN Average: 92
Total Number of Accounts

62,916

MN Average: 6,978
Average Account Size

$200,603

MN Average: $1,450,417

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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

Jeffrey Bigler Work History

Jeffrey has 31 years of experience.

2018 - Present (2 years)

Royal Alliance Associates, Inc

2002 - Present (18 years)

Advanced Financial Consultants/Advanced Financial

1999 - Present (21 years)

Jadco

1997 - Present (23 years)

Bigler Financial Services

2016 - 2018 (2 years)

Signator Investors, Inc

1998 - 2016 (18 years)

Transamerica Financial Advisors, Inc

1989 - 2012 (23 years)

Life Investors

Disclosures

Jeffrey Bigler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Jarrod Mckee
Greenville, OH
Andy Engebretsen
Lenoir City, TN
Sarah Walkinshaw
Nashville, TN
Timothy Maurer
Rochester, MI
Ajay Anand
Nashville, TN
Gregory Kubinski
Southfield, MI
Matthew Reichel
Wauchula, FL
Anthony Krncevic
Maumee, OH

This content was compiled from the SEC and FINRA.

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