Jonathan Mark Taporco
Investment adviser representative at Retirement and Wealth At Alliant, LLC
13 yearsExperience
5 statesRegistered in
CFADesignation
$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
13 years in the industry.
- Osaic Wealth, Inc.Jul 2025 to now
- Alliant Insurance ServicesJul 2018 to now
- Alliant Retirement ConsultingJul 2018 to now
- Retirement and Wealth At Alliant, LLCJun 2018 to now
- Cetera Wealth Services, LLCJun 2023 to Jul 2025
- Cls PartnersApr 2018 to Jul 2018
- Clsrs, LLCApr 2018 to Jul 2018
- Kestra Financial Services, Inc.Apr 2016 to Jul 2018
- NfpOct 2013 to Mar 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 5 states (CO, MA, NY, TX, 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
- 4857239
- Firm CRD
- 167970