Heather
Brandt

Alliant Retirement Consulting

CRD#3012660
Investment Advisor
in Spokane, WA

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About this Advisor

Heather Brandt is a financial advisor based in Spokane, Washington, working with Alliant Retirement Consulting. Heather has previously held positions at Principal Life Insurance Company, Cetera Advisor Networks, Alliant Employee Benefits, Bank Of America N.A, and Merrill Lynch, Pierce, Fenner & Smith Inc. Heather has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Heather is part of Alliant Retirement Consulting, which operates out of Spokane, Washington. 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

818 W Riverside Ste 800
Spokane, WA 99201

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Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

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

23

WA Average: 58
Total Number of Accounts

47

WA Average: 1,608
Average Account Size

$3,063,830

WA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Heather Brandt Work History

2021 - Present (3 years)

Cetera Advisor Networks

2021 - Present (3 years)

Alliant Employee Benefits

2020 - 2021 (1 year)

Bank Of America N.A

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

1991 - 2019 (28 years)

Principal Life Insurance Company

Disclosures

Please visit the SEC profile of Heather Brandt 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

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

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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