Kaleb Neil Cervantes

Current Employers

Employment History

• 01/2021 → 08/2024
  Triad Advisors
  Norcross, GA
• 12/2016 → 12/2019
  Mcirath & Eck
  Arlington, WA
• 09/2015 → 11/2016
  Student
  Pullman, WA
• 01/2020 → 10/2020
  Student
  Tacoma, WA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Tacoma, WA

Other Businesses

1)Alera Group;investment related;Three Parkway North,Deerfield,IL;corporation and parent company;retirement plan operations manager;11/2020;160 hrs/month;130 hrs during trading;day to day contact with retirement plan clients and their employees,questions about individual accounts-contribution limits,withdrawals,setting up their login online,scheduling plan reviews and benchmarking meetings with plan sponsors 2)Wilson Albers & Company,LLC;investment related;1201 Pacific Ave,Ste 2025,Tacoma,WA 98402;corporate affiliate of Alera Group,dba;retirement plan operations manager;11/30/2020;160 hrs/month;130 hrs during trading;day to day contact with their retirement plan clients and their employees,questions about individual accounts-contribution limits,withdrawals,setting up their login online,scheduling plan reviews and benchmarking meetins with plan sponsors 3) ALERA INVESTMENT ADVISORS, LLC. POSITION: Retirement Plan Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 11/30/2020 ADDRESS: 1201 Pacific Ave, Tacoma WA 98402, United States DESCRIPTION: Started as an account manager, then operations manager, then retirement plan advisor. Wilson Albers is under the Alera Group umbrella

Exams

• S66 Uniform Combined State Law Examination
  2024-06-17