LT
CFP
LT
CFP

Lieren Mcnally Timeus

10 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

Three Parkway North, Suite 500, Deerfield, IL, 60015-2567

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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

Lieren is an Investment Advisor Representative for The Ascent Group, LLC, dedicating nearly full-time hours to providing advice to clients. Lieren also works as an IAR for Alera Investment Advisors, LLC, and is a Senior Retirement Plan Advisor for Summit Group 401(k) Consulting and Summit Group of Virginia, both DBAs, and serves on the investment committee for Lake Taylor Transitional Care Hospital Foundation.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
The Ascent Group, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Advisory Services
February 2017 - June 2021 · 4 yrs 4 mos
Ameritas Investment Company, LLCBroker
January 2017 - January 2023 · 6 yrs
LPL Financial LLCBroker
September 2015 - October 2016 · 1 yr 1 mo
State Registrations1 state
VA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.