Cara Cappetto Reynolds
Investment adviser representative at Retirement and Wealth At Alliant, LLC
15 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
15 years in the industry.
- Retirement and Wealth At Alliant, LLCOct 2022 to now
- Alliant Retirement Services, LLC (alliant Retirement Consulting)Oct 2022 to now
- Reynolds Relics, Lc dba Cara's ClosetJun 2022 to now
- Cetera Wealth Services, LLCJun 2017 to now
- Alliant Retirement ServicesOct 2011 to now
- LPL FinancialFeb 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4441486
- Firm CRD
- 167970