Alex C Offerman
Investment adviser representative at Model Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$318.2MFirm assets
Are you Alex C Offerman? Claim your profile
Contact this firm
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
Experience
12 years in the industry.
- Model Wealth IncApr 2018 to now
- Highpoint Advisor Group, LLCJan 2015 to now
- LPL Financial, LLCDec 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
Model Wealth
Legal name: Model Wealth , Inc.
$318.2MAssets managed
159Clients
5Advisers
7 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
- 6263464
- Firm CRD
- 299798