Alan Lee Crouse
Investment adviser representative at Signal Advisors Wealth, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Signal Advisors Wealth, LLCMar 2026 to now
- Alight Financial SolutionsJun 2024 to Mar 2026
- CerifiJun 2023 to Jan 2025
- Dalton EducationMay 2023 to Feb 2025
- TIAAFeb 2018 to Apr 2023
- TIAA-CREF Individual & Institutional Services, LLCFeb 2018 to Apr 2023
- Transamerica Retirement Advisors, LLCMay 2014 to Feb 2018
- DiversifiedJun 2012 to Feb 2018
- Transamerica Investors Securities CorporationJun 2012 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
Signal Advisors Wealth, LLC
$1.7BAssets managed
4,816Clients
47Advisers
3 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
- 5446465
- Firm CRD
- 301086