Allison Ruckey Kvikstad

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2006 → 06/2018
  Wells Fargo Bank
  San Francisco, CA
• 06/2018 → 12/2024
  Ellevest
  New York, NY
• 12/2024 → Present
  Beacon Pointe Advisors Llc
  Campbell, CA

Previous Registrations

• 2018-07-02 → 2025-01-06
  Ellevest
  New York, NY
  Alameda, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-10
• S63 Uniform Securities Agent State Law Examination
  2000-08-02

Designations

• Certified Financial Planner

Other Names

• Allison Heather Ruckey
• Allison Heather Ruckey