Patrick Ralph Tinkham
Investment adviser representative at Retirement and Wealth At Alliant, LLC
11 yearsExperience
2 statesRegistered 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.
- Osaic Wealth, Inc.Jul 2025 to now
- Retirement and Wealth At Alliant, LLCMar 2025 to now
- Alliant Retirement Services, LLCFeb 2025 to now
- The Vanguard Group, Inc.May 2021 to Feb 2025
- Empower RetirementDec 2020 to Apr 2021
- Canada Life Assurance CompanyNov 2015 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 7320101
- Firm CRD
- 167970