Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alissa? Claim Your ProfileAlissa Jean Koebler-purko is an Investment Advisor Representative with NFP Retirement Inc. Alissa has been in the financial industry since June 2014 and has a Series 65 license. She has been with NFP Retirement Inc. since June 2019. Alissa specializes in retirement planning, 401(k) plans, and financial planning. NFP Retirement Inc. is a firm based in Aliso Viejo, California. The firm has 131 Investment Advisor Representatives and 30 licensed agents. NFP Retirement Inc. offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
10/13/2023 - Present
NFP Retirement Inc. (Madison WI)
IA
Issued 12/28/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Alissa Koebler-purko is the right advisor for you? Invested Better is here to help.
