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Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-09-12
  • MI RA
    APPROVED
    Since 2024-09-12

Branch Locations

2993 Corinthia Dr, Rochester, MI 48309 • United States

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • 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
Alera Investment Advisors, Inc Deerfield IL 09/2024 Present
Rick Young Insurance Services Rochester Hills MI 01/2014 Present
  • 09/2024 → Present
    Alera Investment Advisors, Inc
    Deerfield, IL
  • 01/2014 → Present
    Rick Young Insurance Services
    Rochester Hills, MI
Other Businesses

Rick Young Insurance Services; investment related; 2993 Corinthia DR Rochester MI 48328; Insurance agent/producer; 01/2014; hours vary; provide insurance services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-17
  • S65 Uniform Investment Adviser Law Examination
    2024-02-17

View on SEC IAPD

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