Bryan H. Hissong

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CRD#: 2097389

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bryan Howard Hissong was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 1990. Bryan had worked at 17 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 9, 2024 - January 6, 2025

ALERA INVESTMENT ADVISORS, LLC

RIA

CRD#: 287906

OVERLAND PARK, KS

Past

March 20, 2024 - November 20, 2024

ALERA RETIREMENT ADVISORS, LLC

RIA

CRD#: 155738

Overland Park, KS

Past

April 25, 2022 - February 10, 2023

GALLAGHER FIDUCIARY ADVISORS, LLC

RIA

CRD#: 146509

Kansas City, MO

Past

April 21, 2022 - February 14, 2023

TRIAD ADVISORS LLC

CRD#: 25803

Kansas City, MO

Past

April 22, 2021 - March 31, 2022

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Kansas City, MO

Past

April 21, 2021 - March 31, 2022

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

AUSTIN, TX

Past

July 1, 2019 - March 16, 2021

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

HARRISON, NY

Past

February 13, 2019 - March 16, 2021

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

OVERLAND PARK, KS

Past

April 9, 2018 - July 1, 2019

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

October 3, 2014 - March 30, 2018

LOCKTON INVESTMENT ADVISORS, LLC

RIA

CRD#: 144133

KANSAS CITY, MO

Past

June 9, 2014 - March 30, 2018

LOCKTON INVESTMENT SECURITIES, LLC

CRD#: 137476

KANSAS CITY, MO

Past

January 23, 2013 - June 4, 2014

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

October 5, 2011 - December 31, 2012

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

October 5, 2011 - January 4, 2013

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 9, 2003 - September 28, 2011

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

March 29, 2000 - December 11, 2002

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

December 9, 1998 - February 24, 2000

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

October 15, 1990 - May 17, 1998

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

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".

ALERA INVESTMENT ADVISORS, LLC

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/12/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ALERA INVESTMENT ADVISORS, LLC

CRD#: 287906 / SEC#: 801-111892

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

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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

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (5/1/2025)

Regulatory assets under management

Total Number of Accounts	3,097
AUM (Assets Under Management)	$ 3,572,112,624

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Bryan H. Hissong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALERA RETIREMENT ADVISORS, LLC

GALLAGHER FIDUCIARY ADVISORS, LLC

TRIAD ADVISORS LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA CAPITAL, LLC

LOCKTON INVESTMENT ADVISORS, LLC

LOCKTON INVESTMENT SECURITIES, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

OSAIC FA, INC.

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

MFS FUND DISTRIBUTORS, INC.

INVESCO DISTRIBUTORS, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

Primary Firm SEC Registration

ALERA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2014

Series 63

Date: 8/1/1996

SIE

Date: 10/1/2018

Series 6

Date: 10/12/1990

Current Firm

ALERA INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALERA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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