Alissa Kroeger is a CFP-designated registered investment advisor, based in Westlake Village, CA, with 15 years of industry experience.
Location
4195 E Thousand Oaks Blvd Ste 125, Westlake Village, CA, 91362
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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
Alissa is an independent insurance agent for various independent insurance companies through Lindsey and Lindsey Wealth Management, dedicating a few hours per week. She is also a notary public and an investment advisor representative with Cooper McManus, spending full-time hours in that role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cooper Mcmanus
Previous Registrations
Securities America, INC.Broker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Sc Distributors, LLCBroker
Altegris Investments, LLCBroker
Sc Distributors, LLCBroker
Tnp Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations24 states
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