Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

9610 N Centennial Drive Suite E, Munster, IN, 46321

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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

Alexander works as an independent insurance agent, selling fixed insurance products since February 2024. This activity is investment-related.

Employment History
Current Registrations
Belpointe Asset Management LLC
May 2025 - Present · 9 mos
Previous Registrations
Cetera Investment Services LLCBroker
February 2025 - April 2025 · 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.