Alyssa Marie Lueck

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2012 → 09/2021
  Alamo Restaurants, Inc
  San Antonio, TX
• 01/2022 → Present
  Strategic Wealth Solutions
  Georgetown, TX
• 09/2021 → 12/2021
  Homemaker
  San Antonio, TX
• 01/2022 → 06/2022
  Cetera Advisors
  St. Cloud, MN
• 06/2022 → 11/2024
  Cetera Advisors Llc
  St. Cloud, MN
• 03/2024 → 11/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2024 → Present
  Independent Financial Group, Llc
  San Antonio, TX

Previous Registrations

• 2024-03-21 → 2024-11-11
  Cetera Investment Advisers Llc
  San Antonio, TX
  Georgetown, TX
• 2022-10-12 → 2024-03-21
  Cetera Advisors Llc
  Georgetown, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

JACC LEGACY HOLDINGS LLC POSITION: General Partner NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2025 ADDRESS: 806 Slumber Pass, San Antonio TX 78260, United States DESCRIPTION: Management and Advisory services for Strategic Wealth Solutions STRATEGIC WEALTH SOLUTIONS POSITION: VP NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 32 START DATE: 01/01/2022 ADDRESS: 806 Slumber Pass, San Antonio TX 78260, United States DESCRIPTION: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07

Other Names

• Alyssa Marie Perryman