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Alex Michael Templin

2 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
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Location

221 E 4th St, Ste 405, Cincinnati, OH, 45202

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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

Alex is an associate at Premier Planning Group, LLC, providing insurance services and managing investment business processes. This takes about a quarter of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
May 2024 - Present · 1 yr 9 mos
Ameritas Investment Company, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - January 2024 · 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Michael Templin - Financial Advisor | TrueAdvisor