Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Janson is a financial advisor at Alera Investment Advisors, LLC. Robert has over 30 years of experience in the financial services industry, specializing in providing investment advisory services to individuals, families, and businesses. Robert's primary focus is on wealth management, retirement planning, and financial planning. He is a Series 7, Series 24, and Series 63 licensed securities professional, as well as a licensed investment advisor representative in Illinois.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
IL
01/03/2018 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
01/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
01/31/1997 - 12/31/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
KS
01/20/1994 - 10/09/1996
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
TX
03/30/1989 - 05/29/1992
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
09/02/1988 - 10/13/1988
NML EQUITY SERVICES, INC.
NA
09/02/1988 - 10/12/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
03/25/1988 - 07/05/1988
FSC SECURITIES CORPORATION
NA
01/19/1988 - 01/26/1988
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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