Eric Kaufman is a registered investment advisor at Alliant Retirement Consulting, based in Los Angeles, CA, with 30 years of industry experience. Eric 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
333 S. Hope St. Suite 3750, Los Angeles, CA, 90071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric sells life, health, disability, and long-term care insurance, dedicating minimal time to this activity. He is also a SVP/Investment Advisor Representative at Alliant Retirement Consulting and SVP at Alliant Insurance Services, spending full-time hours at each.
Employment History
Current Registrations
Alliant Retirement Consulting
Previous Registrations
Cetera Wealth Services, LLCBroker
Lockton Investment Securities, LLCBroker
Lockton Investment Advisors, LLC
Aig Financial Advisors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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