BR
Brent Rosen
from Alera Investment Advisors, LLC
Brent Rosen is a financial advisor based in Illinois, Deerfield,
with 20 years of experience. Brent currently works for
Alera Investment Advisors, LLC.
Brent maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Brent Rosen works at Alera Investment Advisors, LLC
Alera Investment Advisors, LLC is a financial advisory firm based in Deerfield, Illinois. It currently has approximately $1,133,234,303 of assets under management and employs about 62 people. Alera Investment Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
Three Parkway North, Suite 500, Deerfield, Illinois, 60015
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