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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kaufman is an investment advisor representative with Alliant Retirement Consulting. Eric has over 27 years of experience in the financial services industry. Eric has held licenses and registrations in multiple states and has worked with several firms before joining Alliant Retirement Consulting. Eric specializes in providing investment advice and financial planning to pension and profit-sharing plans. Alliant Retirement Consulting is a SEC registered investment advisory firm headquartered in Alpharetta, Georgia. Alliant provides retirement consulting services to companies of all sizes and industries. The firm manages over $3.6 Billion in assets for over 800 clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset-based fees on pension plans under advisement
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2
CA
09/22/2022 - Present
Alliant Retirement Consulting (Los Angeles CA)
CA
07/01/2008 - 08/17/2022
LOCKTON INVESTMENT SECURITIES, LLC (LOS ANGELES CA)
CA
02/28/2006 - 07/02/2008
AIG FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
WI
01/11/1995 - 06/08/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/11/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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