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Peter Andreas Klinkmueller

Alera Investment Advisors, LLC

Deerfield, IL

Acton, MA

CRD 2662672

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Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-27
  • MA RA
    APPROVED
    Since 2025-01-27

Branch Locations

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

Acton, MA • 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
Lpl Financial Llc Acton MA 11/2013 11/2024
Strategic Retirement Plan Consultants, Inc. Acton MA 04/2016 03/2026
Alera Investment Advisors, Llc Acton MA 01/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-16
S63 Uniform Securities Agent State Law Examination 1995-10-23
  • S65 Uniform Investment Adviser Law Examination
    2011-12-16
  • S63 Uniform Securities Agent State Law Examination
    1995-10-23
Other Names
  • Peter Andreas Klinknueller

View on SEC IAPD

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MORGAN STANLEY
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Nearby Investors

DAVID SCOTT PEARLSTEIN
STEVEN SCOTT HOWARD
Farrahlyn S Vo

Nearby Offices

MORGAN STANLEY · Deerfield, IL
CAPITAL RESOURCE MANAGEMENT,INC. · DEERFIELD, IL
ROBERTS, GLORE & CO. · DEERFIELD, IL

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