Alexander Alessia
Investment adviser representative at Fi3 Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Fi3 Financial Advisors, LLCApr 2023 to now
- Fi3 AdvisorsApr 2023 to now
- Securities America AdvisorsApr 2021 to Mar 2023
- Securities America, Inc.Jun 2020 to Mar 2023
- The Spectrum Financial Group, Inc.Dec 2019 to Mar 2023
- Probo MedicalJul 2019 to Dec 2019
- Hanover CollegeAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IN).
Fi3 Financial Advisors, LLC
$1.1BAssets managed
258Clients
9Advisers
8 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
- 7265567
- Firm CRD
- 168005