Teressa Lea Rambo
Investment adviser representative at Retirement and Wealth At Alliant, LLC
10 yearsExperience
1 stateRegistered in
$7.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Retirement and Wealth At Alliant, LLCOct 2022 to now
- Alliant Retirement Services, LLCOct 2022 to now
- Resources Investment Advisors, LLCJun 2021 to Oct 2022
- Global Retirement Partners, LLCSep 2017 to Jun 2021
- LPL Financial, LLCSep 2017 to Feb 2018
- Kestra Financial ServicesApr 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (AR).
Retirement and Wealth At Alliant, LLC
$7.4BAssets managed
222Clients
44Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2255734
- Firm CRD
- 167970