Alexander Urbanek
Alexander Urbanek is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in San Diego, CA, with 5 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
600 W Broadway, San Diego, CA, 92101
Get directionsHistory
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 →Employment History
Current Registrations
Cerity Partners LLC
Cerity Partners Retirement Plan Consultants
Previous Registrations
Von Berge Wealth Management Group, LLC
State Registrations1 state
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
More Advisors
- Gabriel Adams, CFPCreative Planning
- Christopher D'arcy, CFAD'arcy Capital Management, LLC
- Jeffrey Platt, CFA, CFPPlatt Wealth Management
- Micah Cummins, CFPMercer Global Advisors INC.
- Matthew Belardes, CFA, CFPIndependent Financial Group, LLC
- Jeffrey Witt, CFA, CFPMercer Global Advisors INC.