Alexander William Lippert
Investment adviser representative at Everoak Wealth Co
15 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm 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
- Seminars and workshops
Experience
15 years in the industry.
- Everoak Wealth CoJul 2020 to now
- Cetera Investment Advisers LLCAug 2023 to Sep 2026
- Cetera Wealth Services, LLCAug 2023 to Sep 2026
- Strategic Financial PartnersJan 2011 to Sep 2023
- Securian Financial Services Inc.Jan 2011 to Aug 2023
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CO).
Everoak Wealth Co
Legal name: Everoak Wealth Co., LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn 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
- 5871229
- Firm CRD
- 344190