Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
143 advisors
Number of Clients
7,497 clients
Average Client Portfolio
$31.8M average
Assets Under Management
$238.6B

Fee Structure

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Location

21925 W Field Pkwy, Ste 245, Deer Park, IL, 60010

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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

Allison works as a financial associate at Sageview Advisory Group, an SEC registered investment advisory firm, dedicating full-time hours to assisting advisors. Allison also owns Coach A Softball Stars, providing private softball pitching lessons a few hours per week.

Employment History
Current Registrations
Sageview Advisory Group, LLC
April 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 1 mo
State Registrations2 states
CAIL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Raez Swanson - Financial Advisor | TrueAdvisor