Robert Bradley Knowles
Investment adviser representative at Retirement and Wealth At Alliant, LLC
12 yearsExperience
4 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
12 years in the industry.
- Retirement and Wealth At Alliant, LLCNov 2022 to now
- Alliant Retirement ConsultingNov 2022 to now
- Heritage Retirement Plan AdvisorsApr 2014 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 4 states (CO, OK, 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
- 4398143
- Firm CRD
- 167970