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Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-05-03
  • WA RA
    APPROVED
    Since 2022-05-03

Branch Locations

1201 Pacific Ave. Suite 2025, Tacoma, WA 98402 • United States

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors Norcross GA 11/2018 08/2024
Wilson Albers & Co Tacoma WA 03/2018 Present
Davis & Associates Llc Renton WA 12/2016 04/2018
Robert Half Seattle WA 09/2015 12/2016
Osaic Wealth, Inc. Tacoma WA 08/2024 Present
  • 11/2018 → 08/2024
    Triad Advisors
    Norcross, GA
  • 03/2018 → Present
    Wilson Albers & Co
    Tacoma, WA
  • 12/2016 → 04/2018
    Davis & Associates Llc
    Renton, WA
  • 09/2015 → 12/2016
    Robert Half
    Seattle, WA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Tacoma, WA
Other Businesses

1)Alera Group; not investment related;4733 Tacoma Mall Blvd,#200,Tacoma,WA 98409;investment due diligence; investment strategist;3/19/2018;160 hrs./month;5 hrs. during trading; investment due diligence and investment research under DBA names Wilson Albers, Alera Group Wealth Services and Alera Group Retirement Plan Services 2)Alera Investment Advisors; investment related; Three Parkway North, Suite 500,Deerfield,IL 60015;registered investment advisor; retirement plan & wealth management investment strategist;4/4/2022;160 hrs./month;160 hrs. during trading; investment strategist and due diligence 2)FIXED INSURANCE POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/19/2023 ADDRESS: 1201 Pacific Avenue, Tacoma WA 98402, United States DESCRIPTION: DBA for securities business. Alera Group 4)ALERA INVESTMENT ADVISORS POSITION: Retirement Plan and Wealth Management Advisor NATURE: Fixed Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2025 ADDRESS: 1201 Pacific Ave S., Tacoma WA 98402, United States DESCRIPTION: Fixed Insurance. Advisory services through Alera Investment Advisors.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-03
  • S66 Uniform Combined State Law Examination
    2022-05-03

View on SEC IAPD

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