Alissa Conklin
Alissa Conklin is a ChFC-designated registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 25 years of industry experience. Alissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
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
Alissa works in office management at Appelman Financial since 1999, dedicating about 10-20% of her time. She also sells life insurance and fixed annuities since 2009, spending minimal time on this activity, and provides tax preparation services from February through April, dedicating nearly full-time hours during those months.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Hackett Associates, INC.Broker
State Registrations5 states
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