Robert Kenneth Janson

Employer firm

Alera Investment Advisors, LLC CRD 287906

$5.29B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 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
  Alera Investment Advisors, Llc
  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

• 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