Heather Brandt is a registered investment advisor at Alliant Retirement Consulting, based in Spokane, WA, with 21 years of industry experience. Heather 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
IM Fee
Planning only
Assets Under Management
$4.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

818 W Riverside Ste 800, Spokane, WA, 99201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Heather works as a wealth advisor for Alliant Retirement Services, an SEC registered investment advisory firm, dedicating nearly full-time hours. She also works as an account manager for Alliant Employee Benefits, and co-owns Iron Goat Brewing, Goat Works LLC, Pacific Goat LLC, and rental property, spending minimal time on these ventures.

Employment History
Current Registrations
Alliant Retirement Consulting
November 2021 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
October 2021 - July 2025 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - July 2021 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2020 - July 2021 · 8 mos
Princor Financial Services CorporationBroker
March 1998 - April 2014 · 16 yrs 1 mo
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.