Alexander Trent Conlin

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 06/2023 → Present
  Cerity Partners Llc
  Louisville, KY
• 05/2022 → 08/2022
  Robert W. Baird & Company
  Louisville, KY
• 05/2021 → 08/2021
  Tbf Mortgage Company
  Louisville, KY
• 12/2020 → 01/2021
  Qdoba Mexican Eats
  Louisville, KY
• 01/2013 → 05/2021
  Full-Time Education
  Louisville, KY
• 08/2022 → 05/2023
  Valparaiso University
  Valparaiso, IN
• 08/2021 → 05/2022
  Valparaiso University
  Valparaiso, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-09

Designations

• Certified Financial Planner

Other Names

• Alexander T Conlin