Lawrence Sanfilippo
Lawrence Sanfilippo is a registered investment advisor at Alliant Retirement Consulting, based in Omaha, NE, with 14 years of industry experience. Lawrence 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
17117 Oak Drive Ste A, Omaha, NE, 68130
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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
Lawrence works as a consultant, dedicating about 10-20% of his time to general governmental retirement plan consulting. He also works as a group health salesman and sells fixed insurance and annuity products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Alliant Retirement Consulting
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 states
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