LS
Linda M. Skoglund
ALERA INVESTMENT ADVISORS
New Richmond, WI 54017
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CRD#: 2085466
LS
Professional summary
Linda Marie Skoglund, ChFC®, CLU®, who also goes by Linda Marie Counter, is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in New Richmond, Wisconsin and OSAIC WEALTH, INC. located in New Richmond, Wisconsin.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Linda has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Marie Counter
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. OWNER OF RENTAL RESIDENTIAL & COMMERCIAL RENTAL PROPERTIES, 1987 104TH ST, NEW RICHMOND, WI, 12/01/2010. NIR - 0 HRS. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 6/2016 AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 10/TRADING. 06/22/16 3. JAC DBA, 1477 S KNOWLES AVE, STE 200, NEW RICHMOND, WI, 01/2018 DBA for Advisory Business 4. ALERA GROUP, 3 PARKWAY NORTH, STE 00, DEERFIELD, IL, BOARD MEMBER, 02/15/21, 80 hr/yr- 60/trading hr. 5. 2LMK, LLC, 1987 104th Street, New Richmond WI 54017, United States, 02/29/2024, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING 6. ALERA GROUP, 1477 S Knowles Ave, Ste 200, New Richmond WI 54017, United States, 03/01/1990, W2 Employee, Insurance/Benefits/Human Resources, NIR, 240 HR/MO - 160 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Linda Marie Skoglund's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 22, 2025 - Present
ALERA INVESTMENT ADVISORS, LLC
Office #1: 1477 S Knowles Ave Ste 200, New Richmond, WI 54017RIA
CRD#: 287906
New Richmond, WI
Current
May 27, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 1477 S Knowles Ave Ste 200, New Richmond, WI 54017RIA
BD
CRD#: 23131
New Richmond, WI
Past
June 22, 2016 - June 5, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
New Richmond, WI
Past
March 24, 2016 - June 5, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
New Richmond, WI
Past
September 4, 2009 - March 29, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
NEW RICHMOND, WI
Past
April 22, 1992 - September 4, 2009
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
NEW RICHMOND, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Wisconsin(5/22/2025)
RR
Wisconsin(5/27/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Three Parkway North Suite 500, Deerfield, IL 60015-2567
Mailing Address
Phone number
(847) 457-3000
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,097 |
| AUM (Assets Under Management) | $ 3,572,112,624 |
Red Flags
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Company Information
ALERA INVESTMENT ADVISORS, LLC
CRD#: 287906New Richmond, WI 54017TRUST BUT VERIFY
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