Alexander Alessia

Employer firm

Fi3 Financial Advisors, LLC CRD 168005

$1.14B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → 03/2023
  Securities America, Inc.
  Indianapolis, IN
• 07/2019 → 12/2019
  Probo Medical
  Fishers, IN
• 08/2015 → 05/2019
  Hanover College
  Hanover, IN
• 12/2019 → 03/2023
  The Spectrum Financial Group, Inc.
  Indianapolis, IN
• 04/2021 → 03/2023
  Securities America Advisors
  Indianapolis, IN
• 04/2023 → Present
  Fi3 Advisors
  Indianapolis, IN

Previous Registrations

• 2021-04-16 → 2023-03-31
  Securities America Advisors, Inc.
  Indianapolis, IN

Other Businesses

Micro1 Inc, 3000 El Camino Real Building 4 Suite 200, Palo Alto, CA, AI data services platform providing human expertise for training and improving artificial intelligence models, training consultant, contractor, non investment related, less than 20% per month time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-05
• S63 Uniform Securities Agent State Law Examination
  2021-02-26

Designations

• Certified Financial Planner

Other Names

• Al Alessia
• Alex Alessia