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Alireza Hosseinlar

Investment adviser representative at Team Hewins, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4BFirm 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
  • Seminars and workshops

Experience

14 years in the industry.

  1. Team Hewins, LLCFeb 2022 to now
  2. Kwik TripMar 2021 to Jan 2022
  3. Stifel Finacial Corp.Mar 2021 to Jun 2021
  4. MenardsMar 2020 to Jul 2020
  5. Viterbo UniversityAug 2019 to Dec 2021
  6. Marshfield Clinic Health SystemMar 2019 to Oct 2021
  7. University of Wisconsin - Marshfield/wood CountyMay 2017 to Dec 2018
  8. Sayfol High SchoolAug 2012 to Mar 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (CA).

Team Hewins, LLC

$4BAssets managed
576Clients
23Advisers
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
7356120
Firm CRD
291194
Advisor's SEC record (opens in a new tab)
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