Kathleen Aicher is a registered investment advisor at Alliant Retirement Consulting, based in Alpharetta, GA, with 26 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 156 clients with $4.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kathleen is an investment advisory representative at Alliant Retirement Consulting since 2022, providing investment advisory services. Since 2023, she is also a VP and retirement consultant at Alliant Insurance Services, Inc., spending full-time hours between the two roles.
Employment History
Current Registrations
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Creative Planning
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
AXA Advisors, LLCBroker
Diversified Investors Securities CORP.Broker
Princor Financial Services CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Arroyo Seco, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.