Robert Knowles
Robert Knowles is a registered investment advisor at Alliant Retirement Consulting, based in Oklahoma City, OK, with 22 years of industry experience. Robert 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3000 West Memorial Rd. Suite 212, Oklahoma City, OK, 73120
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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
Robert works as a Sales VP Employee Benefits at Alliant Insurance Services, Corp. This investment-related activity generally takes about a quarter of his time as part of a 40-hour work week.
Employment History
Current Registrations
Alliant Retirement Consulting
Previous Registrations
Argent Retirement Plan Advisors, LLC
NFP Securities, INC.
Ing Financial Partners, INC
Tower Square Securities, INC.
Tower Square Securities, INC.
Investment Advisors
Oneamerica Securities, INC.
State Registrations4 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.