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Ryan Oconnor

Alliant Retirement Consulting

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About Ryan Oconnor

Ryan Oconnor is an investment advisor representative at Alliant Retirement Consulting, located in Alpharetta, GA. Ryan has been in the financial industry for over 10 years, and has a background in consulting and education. Ryan is a Series 63 and 65 licensed representative, and has passed the SIE and Series 6TO exams. Ryan specializes in providing retirement planning services, including 401(k) consulting, and asset management for pension plans. Ryan is also a registered representative in New York.

Firm Information

Ryan Oconnor 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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Ryan Oconnor’s Registration & Firm History

GA

09/04/2023 - Present

Alliant Retirement Consulting (ALPHARETTA GA)

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Licenses & Designations

IA

Issued 09/03/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Oconnor.
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