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 based in Las Vegas, Nevada, working with American Retirement Planning Group Inc. Alec has previously held positions at Abm Aviation, Smith's Food And Drug, and Capstone Partners Financial & Insurance Services. Alec has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, and Nevada. Currently, Alec is part of American Retirement Planning Group Inc, which operates out of Las Vegas, Nevada. The firm has 6 employees and manages assets totaling $235.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at American Retirement Planning Group Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

1120 N. Town Center Dr. Suite 140
Las Vegas, NV 89144

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American Retirement Planning Group Inc Brokerage Details

Total Assets Under Management

$235,142,776

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

6

NV Average: 10
Total Number of Accounts

828

NV Average: 1,698
Average Account Size

$283,989

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

2020 - Present (4 years)

Capstone Partners Financial & Insurance Services

2020 - 2020 (< 1 year)

Smith'S Food And Drug

2014 - 2020 (6 years)

Abm Aviaton

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

Alec Unruh
Las Vegas, NV
Kyle Gregory
Las Vegas, NV
Matthew Dahl
Las Vegas, NV
Dwight Machael
Las Vegas, NV

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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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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