AS
AS

Alejandro Siqueiros

12 Years of Experience
Broker
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
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Location

11101 Switzer Road, Suite 200, Overland Park, KS, 66210

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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.

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Other Business Activities

Alejandro works as a regional operations manager for OneDigital, providing operational support to RSVPs, advisors, and administrative staff. This role takes up nearly all of Alejandro's time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Onedigital
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Triad Advisors LLCBroker
December 2020 - August 2024 · 3 yrs 8 mos
Fiduciary Investment Trusts, LLC
September 2019 - November 2020 · 1 yr 2 mos
Private Client Services, LLCBroker
April 2018 - November 2020 · 2 yrs 7 mos
Prime Capital Investment Advisors, LLC
February 2018 - November 2020 · 2 yrs 9 mos
Cambridge Investment Research, INC.Broker
February 2018 - April 2018 · 2 mos
Creative Planning
April 2017 - December 2017 · 8 mos
Oneamerica Securities, INC.Broker
January 2017 - February 2017 · 1 mo
J.P. Morgan Institutional Investments INC.Broker
June 2010 - December 2013 · 3 yrs 6 mos
State Registrations2 states
KSWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.