Wendy Michelle Conner
Investment adviser representative at Retirement and Wealth At Alliant, LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$7.4BFirm assets
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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
19 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Retirement and Wealth At Alliant, LLCOct 2024 to now
- Alliant Retirement Services, LLCAug 2007 to now
- Cetera Wealth Services, LLCJun 2017 to Jul 2025
- LPL Financial, LLCDec 2009 to Jun 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 4169248
- Firm CRD
- 167970