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Andrew Denler

13 Years of Experience
Sells Insurance

Andrew Denler is a registered investment advisor at Alliant Retirement Consulting, based in New York City, NY, with 13 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
IM Fee
Planning only
Assets Under Management
$4.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

101 Park Avenue, 12th floor, New York City, NY, 10178

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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 ActivitiesSells Insurance

Andrew works full-time providing administrative support for John Cunningham at Alliant Insurance Services. He also works full-time as an account executive and advisory representative for Alliant Retirement Consulting/Services, focusing on retirement plans and asset management, and spends minimal time as secretary on the board for The Babylon Chorale, Inc.

Employment History
Current Registrations
Alliant Retirement Consulting
April 2021 - Present · 5 yrs
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - January 2024 · 10 yrs 4 mos
Walnut Street Securities, INC.Broker
June 2013 - September 2013 · 3 mos
Transamerica Investors Securities CorporationBroker
February 2012 - April 2013 · 1 yr 2 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.