Heather Brandt
Heather Brandt is a registered investment advisor at Retirement and Wealth at Alliant, LLC, based in Spokane, WA, with 21 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 222 clients with $7.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
818 W Riverside Ste 800, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather works as a wealth advisor for Alliant Retirement Services, an SEC registered investment advisory firm, dedicating nearly full-time hours. She also works as an account manager for Alliant Employee Benefits, and co-owns Iron Goat Brewing, Goat Works LLC, Pacific Goat LLC, and rental property, spending minimal time on these ventures.
Employment History
Current Registrations
Retirement and Wealth at Alliant, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Princor Financial Services CorporationBroker
State Registrations1 state
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
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