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Heather Ann Brandt

Alliant Retirement Consulting

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About Heather Ann Brandt

Heather Brandt is a financial professional with over 20 years of experience in the industry. Heather is currently registered with Alliant Retirement Consulting and has previously held positions at Merrill Lynch and Princor Financial Services Corporation. Heather is committed to providing comprehensive retirement planning services to individuals and businesses. Heather is a dedicated professional who is passionate about helping her clients achieve their financial goals.

Firm Information

Heather Brandt 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.

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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.

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fixed fees

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

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percentage of assets

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

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other

Asset-based fees on pension plans under advisement

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Heather Brandt’s Registration & Firm History

WA

11/18/2021 - Present

Alliant Retirement Consulting (Spokane WA)

WA

11/09/2020 - 07/20/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)

WA

03/24/1998 - 04/02/2014

PRINCOR FINANCIAL SERVICES CORPORATION (SPOKANE VALLEY WA)

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Licenses & Designations

BOTH

Issued 12/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2001

Series 24 - General Securities Principal Examination

BC

Issued 11/09/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/15/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/23/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Ann Brandt.
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