Heather Ann Brandt
Investment adviser representative at Retirement and Wealth At Alliant, LLC
35 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
35 years in the industry.
- Retirement and Wealth At Alliant, LLCNov 2021 to now
- Cetera Wealth Services, LLCOct 2021 to now
- Alliant Employee BenefitsJul 2021 to now
- Bank of America N.A.Jan 2020 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Jul 2021
- UnemployedFeb 2019 to Nov 2019
- Principal Life Insurance CompanyAug 1991 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 3012660
- Firm CRD
- 167970