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Robert Bradley Knowles

Alliant Retirement Consulting

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About Robert Bradley Knowles

Robert Bradley Knowles is a registered investment advisor representative with Alliant Retirement Consulting. Robert has been in the financial services industry for over 20 years. Robert currently has registrations in Colorado, Oklahoma, Texas, and Virginia. Robert is a Series 66, Series 7, and Series 24 licensed professional. Robert has prior experience with NFP Securities, Inc., ING Financial Partners, Inc., Tower Square Securities, Inc., ProEquities, Inc., OneAmerica Securities, Inc., American United Life Insurance Company, and New England Securities. Robert specializes in providing financial advice for pension plans.

Firm Information

Robert Knowles 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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Robert Knowles’s Registration & Firm History

OK

11/14/2022 - Present

Alliant Retirement Consulting (Oklahoma City OK)

OK

02/27/2009 - 10/26/2012

NFP SECURITIES, INC. (OKLAHOMA CITY OK)

KS

03/15/2007 - 03/02/2009

ING FINANCIAL PARTNERS, INC. (OVERLAND PARK KS)

OK

10/01/2003 - 09/28/2006

TOWER SQUARE SECURITIES, INC. (OKLAHOMA CITY OK)

AL

07/12/2002 - 09/30/2003

PROEQUITIES, INC. (BIRMINGHAM AL)

IN

08/24/2001 - 07/15/2002

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

08/24/2001 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

NY

05/30/2001 - 09/05/2001

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2003

Series 24 - General Securities Principal Examination

BC

Issued 05/29/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Bradley Knowles.
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