James Alan ian Laschinger
Investment adviser representative at Retirement and Wealth At Alliant, LLC
21 yearsExperience
16 statesRegistered 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
21 years in the industry.
- Cetera Advisor Networks LLCJul 2017 to now
- Retirement and Wealth At Alliant, LLCJul 2013 to now
- Alliant Retirement Services, LLCOct 2005 to now
- LPL Financial, LLCDec 2009 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 16 states (AZ, CA, DC, FL, GA, IL, LA, MD, MN, NC, NY, OH, PA, SC, TX, VA).
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
- 2960596
- Firm CRD
- 167970