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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 2018-01-03
  • IL RA
    APPROVED
    Since 2018-01-03

Branch Locations

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
Ascend Financial Services, Inc. St. Paul MN 01/1997 12/2017
Minnesota Life Insurance Company St Paul MN 01/1997 12/2017
Gcg Financial, Llc Deerfield IL 01/2015 Present
Triad Advisors, Inc. Norcross GA 01/2018 08/2024
Alera Investment Advisors, Llc Deerfield IL 01/2018 Present
Osaic Wealth, Inc. Deerfield IL 08/2024 Present
  • 01/1997 → 12/2017
    Ascend Financial Services, Inc.
    St. Paul, MN
  • 01/1997 → 12/2017
    Minnesota Life Insurance Company
    St Paul, MN
  • 01/2015 → Present
    Gcg Financial, Llc
    Deerfield, IL
  • 01/2018 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 01/2018 → Present
    Deerfield, IL
  • 08/2024 → Present
    Osaic Wealth, Inc.
    Deerfield, IL
Previous Registrations
  • 2001-05-11 → 2017-12-31
    Securian Financial Services, Inc.
    Bannockburn, IL
    Deerfield, IL
Other Businesses

1)Alera Investment Advisors;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;RIA;advisor;1/2018;40 hrs/month;6.5 hrs during trading;providing investment advisory services to clients,including financial planning and retirement planning services 2)GCG Financial;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;dba;advisor;40 hrs/month;6.5 hrs during trading;advisor 3)Janson Holdings;not investment related;873 Yale Lane;jewelry sale and design business;co-owner with wife;1/2017;1 hr/month;0 hrs during trading;loading and unloading car for trunk sales on weekends 4)Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;senior vice president,wealth services-senior portfolio manager;1/1/2017;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services 5)JANSON HOLDINGS POSITION: partner NATURE: My wife's interior/exterior design business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 495 Ryan Place, LAKE FOREST IL 60045, United States DESCRIPTION: Assist my wife with transportation and accounting duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-20
S63 Uniform Securities Agent State Law Examination 1988-04-04
  • S65 Uniform Investment Adviser Law Examination
    1997-11-20
  • S63 Uniform Securities Agent State Law Examination
    1988-04-04
Other Names
  • Bob Janson
  • Robert Janson

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