BR
BR

Brent Elliot Rosen

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

Three Parkway North, Suite 500, Deerfield, IL, 60015-2567

Get directions

History

Regulatory History
Clean regulatory record

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

Brent is dually-registered as an investment advisor representative with Alera Investment Advisors, LLC and as a Registered Representative with Triad Advisors, Inc., spending about 90% of his time as an investment advisor representative. He also provides fixed business products to clients, including LTC, property, casualty insurance, disability insurance, and group benefits through GCG Financial.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Securian Financial Services, INC.
November 2004 - November 2017 · 13 yrs
Securian Financial Services, INC.Broker
October 2004 - November 2017 · 13 yrs 1 mo
State Registrations3 states
ILNCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.