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Current Employers
Alera Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-12-21
  • IL RA
    APPROVED
    Since 2023-12-21

Branch Locations

410 N. Michigan Avenue Suite 1200, Chicago, IL 60611 • 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
Triad Advisors Atlanta GA 08/2022 08/2024
Alera Group Chicago IL 08/2022 Present
Unemployed Chicago IL 05/2022 08/2022
Student Madison WI 09/2018 05/2022
Student Chicago IL 04/2013 09/2018
Osaic Wealth, Inc. Chicago IL 08/2024 Present
  • 08/2022 → 08/2024
    Triad Advisors
    Atlanta, GA
  • 08/2022 → Present
    Alera Group
    Chicago, IL
  • 05/2022 → 08/2022
    Unemployed
    Chicago, IL
  • 09/2018 → 05/2022
    Student
    Madison, WI
  • 04/2013 → 09/2018
    Student
    Chicago, IL
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Chicago, IL
Other Businesses

1) Alera Group; investment related; Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates; associate advisor support services;8/4/2022;160 hrs/month;6.5 hrs during trading; administrative 2) FIXED INSURANCE POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: Fixed Insurance 3) ALERA GROUP POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: I am a W-2 Employee of Alera Group. 4) ALERA INVESTMENT ADVISORS, LLC POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/21/2023 ADDRESS: Three Parkway North, Ste 500, Deerfield IL 60015, United States DESCRIPTION: IAR of RIA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-21
  • S66 Uniform Combined State Law Examination
    2023-12-21
Other Names
  • Zach William Lansburgh

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