Alec
Unruh

American Retirement Planning Group Inc

CRD#7439421
Investment Advisor
in Las Vegas, NV

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About this Advisor

Alec Unruh is a financial advisor who works out of Las Vegas, Nevada with 1 year of industry experience. Unruh currently works for American Retirement Planning Group Inc. Over the course of their career, they have held roles at Abm Aviaton, Smith'S Food And Drug, Capstone Partners Financial & Insurance Services and Student. Unruh maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California and Nevada. American Retirement Planning Group Inc is a registered investment company headquartered in Las Vegas, NV. It manages $209 million in assets among its 894 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 894 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually depend on which services the firm provides the client. Fees charged by American Retirement Planning Group Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3303 Novat Street Suite 100
Las Vegas, NV 89129

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American Retirement Planning Group Inc Brokerage Details

Total Assets Under Management

$209,314,304

NV Average: $664,206,839
Total Number of Employees

7

NV Average: 10
Total Number of Accounts

894

NV Average: 1,698
Average Account Size

$234,132

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Alec Unruh Work History

Alec has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Capstone Partners Financial & Insurance Services

2020 - 2020 (< 1 year)

Smith'S Food And Drug

2014 - 2020 (6 years)

Abm Aviaton

2011 - 2014 (3 years)

Student

*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 Alec Unruh 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 American Retirement Planning Group Inc

Matthew Dahl
Las Vegas, NV
Alec Unruh
Las Vegas, NV
Steven Sprague
Las Vegas, NV
Dwight Machael
Las Vegas, NV

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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