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Inactive

Ivette Marquez Hauser

Retirement And Wealth At Alliant, LLC

New York City, NY

Naperville, IL

Wayne, PA

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Current Employers
Retirement And Wealth At Alliant, Llc

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-02
NY RA APPROVED 2026-07-02
  • IL RA
    APPROVED
    Since 2026-07-02
  • NY RA
    APPROVED
    Since 2026-07-02

Branch Locations

101 Park Ave, New York City, NY 10178 • United States

Naperville, IL • United States

565 E. Swedesford Road Suite 100, Wayne, PA 19087 • 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
Global Retirement Partners, Llc San Rafael CA 02/2024 06/2024
Pnc Bank, Iam Morton IL 04/2023 12/2023
Fiducient Advisors (Demeo Schneider) Chicago IL 10/2018 01/2023
Ariel Investments Chicago IL 01/2017 10/2018
Kirkland & Ellis, Llp Chicago IL 07/2014 01/2017
Wellth Advisory Services Llc Shorewood IL 06/2024 Present
  • 02/2024 → 06/2024
    Global Retirement Partners, Llc
    San Rafael, CA
  • 04/2023 → 12/2023
    Pnc Bank, Iam
    Morton, IL
  • 10/2018 → 01/2023
    Fiducient Advisors (Demeo Schneider)
    Chicago, IL
  • 01/2017 → 10/2018
    Ariel Investments
    Chicago, IL
  • 07/2014 → 01/2017
    Kirkland & Ellis, Llp
    Chicago, IL
  • 06/2024 → Present
    Wellth Advisory Services Llc
    Shorewood, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-15

View on SEC IAPD

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JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston
Ashley Rose Lawwill
KURT WILFRED GRUNSFELD
PAMELA TANG
DANIEL BILEWICH
ERIC STEWART LAIDLOW

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NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY
HIGHTOWER ADVISORS, LLC · New York, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
GALLAGHER SECURITIES, INC · NEW YORK, NY
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