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Kathleen Monahan

Alliant Retirement Consulting

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About Kathleen Monahan

Kathleen Monahan is an investment advisor representative with Alliant Retirement Consulting. Kathleen has been in the financial services industry since 2012 and has a Series 6 and SIE license. Kathleen is also registered with the state of Ohio. Kathleen has experience in retirement planning and consulting, with a focus on defined contribution plans. Kathleen’s work history also includes experience with Walnut Street Securities, Inc. and Cetera Advisor Networks LLC.

Firm Information

Kathleen Monahan 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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Kathleen Monahan’s Registration & Firm History

GA

05/18/2023 - Present

Alliant Retirement Consulting (ALPHARETTA GA)

NY

07/09/2012 - 09/03/2013

WALNUT STREET SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Monahan.
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