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Alexander Lippert
15 Years of Experience
Colorado Springs, CO
1 DisclosureBrokerSells Insurance
Alexander Lippert is a registered investment advisor, based in Colorado Springs, CO, with 15 years of industry experience.
Location
7222 Commerce Ctr Dr, Ste 108, Colorado Springs, CO, 80919
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2015Denied
Other Business ActivitiesSells Insurance
Alexander sells fixed insurance with various companies and dedicates a few hours per week to this activity. He also serves on the advisory board for the Rocky Mountain Field Institute, is an author/podcaster/speaker, owns rental property, is a part owner of Everoak Wealth Co., and is the treasurer for Everoak Foundation.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Securian Financial Services, INC.
March 2011 - August 2023 · 12 yrs 5 mos
Securian Financial Services, INC.Broker
February 2011 - August 2023 · 12 yrs 6 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.