linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Drew Patrick Whitney

Alliant Retirement Consulting

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Drew? Claim Your Profile

About Drew Patrick Whitney

Drew Whitney is a financial professional with over 12 years of experience in the financial services industry. Drew is currently registered as an Investment Advisor Representative with Alliant Retirement Consulting. Prior to joining Alliant Retirement Consulting, Drew worked with GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. Drew specializes in retirement planning and has a strong background in the investment industry, holding Series 6, 63, 65 and SIE licenses. Drew is a dedicated professional committed to providing clients with personalized retirement planning strategies.

Firm Information

Drew Whitney is currently registered with Alliant Retirement Consulting. Alliant Retirement Consulting is an Alpharetta, GA-based firm with approximately $10 billion - $50 billion in regulatory assets under management. They primarily serve pension and profit-sharing plans with 47 clients and $3.6 billion in assets. Alliant Retirement Consulting provides pension consulting services. The firm has 12 licensed agents, 19 registered representatives, and a total of 23 investment advisory personnel.
Alliant Retirement Consulting

1125 SANCTUARY PARKWAY

ALPHARETTA, GA 30009

$3.62B

Assets Under Management

800

Total Clients

25

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Asset-based fees on pension plans under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Drew Whitney’s Registration & Firm History

TX

06/29/2018 - Present

Alliant Retirement Consulting (Austin TX)

KS

09/02/2014 - 06/17/2016

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

05/13/2011 - 09/02/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

Not sure if Drew Patrick Whitney is right for you?

Licenses & Designations

IA

Issued 10/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Drew Patrick Whitney.
Not sure if Drew Patrick Whitney is right for you?