Alissa Conklin
Alissa Conklin is a ChFC-designated registered investment advisor at Trustmont Advisory Group, INC., based in Bloomsburg, PA, with 26 years of industry experience. Alissa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.
Fee Estimator
Location
1033 Alliance Park Dr Suite 101, Bloomsburg, PA, 17815
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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
Alissa works in office management at Appelman Financial since 1999, dedicating about 10-20% of her time. She also sells life insurance and fixed annuities since 2009, spending minimal time on this activity, and provides tax preparation services from February through April, dedicating nearly full-time hours during those months.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Hackett Associates, INC.Broker
State Registrations7 states
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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