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Teressa Rambo

25 Years of Experience
Fayetteville, AR

Teressa Rambo is a registered investment advisor at Alliant Retirement Consulting, based in Fayetteville, AR, with 25 years of industry experience. Teressa 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

310 W. Dickson Street, Suite 205, Fayetteville, AR, 72701

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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

Teressa is an employee of Alliant Insurance Services, LLC for benefits and collaboration purposes. Alliant Insurance wholly owns Alliant Retirement Services and provides payroll, HR, and facilities.

Employment History
Current Registrations
Alliant Retirement Consulting
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Onedigital Investment Advisors
June 2021 - October 2022 · 1 yr 4 mos
Global Retirement Partners LLC
October 2017 - June 2021 · 3 yrs 8 mos
LPL Financial LLCBroker
September 2017 - March 2018 · 6 mos
Kestra Advisory Services, LLC
April 2016 - September 2017 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
March 2015 - September 2017 · 2 yrs 6 mos
NFP Advisor Services, LLC
January 2015 - September 2016 · 1 yr 8 mos
Datapath Investment Advisors, INC.
October 2012 - January 2015 · 2 yrs 3 mos
Bkd Wealth Advisors, LLC
May 2004 - November 2010 · 6 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
April 2002 - April 2003 · 1 yr
A. G. Edwards & Sons, INC.
April 2002 - April 2003 · 1 yr
Stephens INC.Broker
November 1997 - April 2002 · 4 yrs 5 mos
State Registrations1 state
AR
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.
Teressa Rambo - Financial Advisor | TrueAdvisor