Ivan Manuel Illan
Investment adviser representative at Aligne Wealth Advisors Investment Management (awaim)
21 yearsExperience
3 statesRegistered in
$224.4MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Aligne Wealth Advisors Investment Management (awaim)Jun 2022 to now
- AwaimJun 2022 to now
- LPL Financial LLCJun 2022 to Sep 2025
- Awaim (cria for MML Investors Services)Mar 2012 to Jun 2022
- Mass Mutual FinancialFeb 2005 to Jun 2022
- MML Investors ServicesFeb 2005 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Aligne Wealth Advisors Investment Management (awaim)
Legal name: Aligne Wealth Preservation & Insurance Services, LLC.
$224.4MAssets managed
220Clients
4Advisers
4 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
- 2820366
- Firm CRD
- 321735