AS
AS

Alexander B Sturm

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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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 is a financial planning director at Generations Wealth Advisors LLC, spending nearly full-time on financial planning and investments. He also works as an insurance agent, selling life insurance for about a few hours per week.

Employment History
Current Registrations
Kestra Advisory Services, LLC
March 2022 - Present · 3 yrs 11 mos
Kestra Investment Services, LLCBroker
April 2021 - Present · 4 yrs 10 mos
State Registrations2 states
IAMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.