Chelsey Kastrup
Investment adviser representative at Retirement and Wealth At Alliant, LLC
11 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
11 years in the industry.
- Retirement and Wealth At Alliant, LLCMar 2026 to now
- Alliant Retirement Services, LLCOct 2025 to now
- UnemployedApr 2025 to Oct 2025
- Capitalize Money, Inc.Apr 2023 to Apr 2025
- UnemployedDec 2022 to Apr 2023
- Principal Life Insurance CompanyJun 2022 to Dec 2022
- Principal Securities IncJun 2022 to Dec 2022
- Prudential Insurance Company of AmericaApr 2021 to Jun 2022
- Pruco Securities, LLC.Mar 2021 to Jun 2022
- Cambridge Investment Research, Inc.Nov 2016 to Mar 2021
- Orion Advisor SolutionsDec 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 6589888
- Firm CRD
- 167970