Robert
Knowles

Alliant Retirement Consulting

CRD#4398143
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Robert Knowles is a financial advisor based in Oklahoma City, Oklahoma, working with Alliant Retirement Consulting. Robert has previously held positions at Alliant Retirement Consulting and Heritage Retirement Plan Advisors. Robert has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Oklahoma, Texas, and Virginia. Currently, Robert is part of Alliant Retirement Consulting, which operates out of Oklahoma City, Oklahoma. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3000 West Memorial Rd. Suite 212
Oklahoma City, OK 73120

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

OK Average: $3,570,121,308
Total Number of Employees

23

OK Average: 58
Total Number of Accounts

47

OK Average: 1,608
Average Account Size

$3,063,830

OK Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Robert Knowles Work History

2022 - Present (2 years)

Alliant Retirement Consulting

2014 - 2022 (8 years)

Heritage Retirement Plan Advisors

Disclosures

Please visit the SEC profile of Robert Knowles 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 Alliant Retirement Consulting

Robert Knowles
Oklahoma City, OK
Matthew Graser
New York, NY
Shakeil Becker
Seattle, WA
Ryan Barnett
Alpharetta, GA
Jonathan Taporco
Austin, TX
Matthew Webb
Fresno, CA
Julia Mendak
New York, NY
Andrew Denler
New York, NY

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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