AA
CFP
AA
CFP

Alexander Joseph Angst

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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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 ActivitiesSells Insurance

Alexander works as an Investment Advisor Representative for RISE Capital dba, LLC, dedicating full-time hours to this activity. He is also the owner of AA Insurance Advisors, LLC, where he works full-time as a licensed Life and Health insurance producer, focusing on Fixed Index Annuities.

Employment History
Current Registrations
Oneseven
April 2025 - Present · 10 mos
Previous Registrations
Newedge Advisors
April 2024 - April 2025 · 1 yr
Silver Oak Securities, IncorporatedBroker
October 2015 - April 2017 · 1 yr 6 mos
Johnson Brunetti
September 2015 - April 2024 · 8 yrs 7 mos
MML Investors Services, LLC
June 2014 - September 2015 · 1 yr 3 mos
MML Investors Services, LLCBroker
April 2014 - September 2015 · 1 yr 5 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Alexander Joseph Angst - Financial Advisor | TrueAdvisor