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Alissa Jean Koebler-Purko

Wealthspire Retirement Advisory

Madison, WI

Aliso Viejo, CA

CRD 6205645

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Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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

Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-10-13
  • WI RA
    APPROVED
    Since 2023-10-13

Branch Locations

10 Terrace Court Suite 103, Madison, WI 53718 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Bronfman E.L. Rothschild, Lp Madison WI 06/2014 06/2019
Nfp Retirement, Inc. Aliso Viejo CA 06/2019 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 06/2014 → 06/2019
    Bronfman E.L. Rothschild, Lp
    Madison, WI
  • 06/2019 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2019-01-01 → 2020-01-02
    Wealthspire Advisors
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28
Other Names
  • Alissa Purko
  • Alissa Jean Purko

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
CLF ASSET MANAGEMENT, INC.

Nearby Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI

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