Teressa L. Rambo

ALLIANT RETIREMENT CONSULTING

Fayetteville, AR 72701

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CRD#: 2255734

Professional summary

Teressa Lea Rambo, who also goes by Teressa Lea Ellis, Teressa Lea Hudson, is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Fayetteville, Arkansas.

Teressa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Teressa has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Teressa Lea Ellis | Teressa Lea Hudson

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 name of the other business: Alliant Insurance Services, LLC Whether the business is investment-related: No The address of the other business: Same as registered location The nature of the other business: General insurance consulting Your position: Employees for purposes of benefits and collaboration Title, or relationship with the other business: Alliant Insurance wholly owns Alliant Retirement Services, and provides payroll, hr, and facilities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teressa Lea Rambo'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®

None

Experience

Current

October 26, 2022 - Present

ALLIANT RETIREMENT CONSULTING

Office #1: 310 W. Dickson Street, Suite 205, Fayetteville, AR 72701

RIA

CRD#: 167970

Fayetteville, AR

Past

June 1, 2021 - October 6, 2022

ONEDIGITAL

RIA

CRD#: 106766

Scott, AR

Past

October 5, 2017 - June 8, 2021

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

Little Rock, AR

Past

September 25, 2017 - March 2, 2018

LPL FINANCIAL LLC

CRD#: 6413

LITTLE ROCK, AR

Past

April 19, 2016 - September 25, 2017

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

LITTLE ROCK, AR

Past

March 16, 2015 - September 25, 2017

CRD#: 4

ST. LOUIS, MO

Past

November 11, 1997 - April 17, 2002

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

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".

ALLIANT RETIREMENT CONSULTING

ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

Alaska

Registered Investment Advisory firm - (2/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

General Securities Representative Examination

Current Firm

ALLIANT RETIREMENT CONSULTING

ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

Alaska

Registered Investment Advisory firm - (2/20/2015 Terminated)

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Contact information

Main Address

1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009

Mailing Address

Phone number

(713) 470-4208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

2025 ANNUAL FILING (3/31/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 4,493,036,646

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.

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Advisor Monitoring

Firm Stability Insights

Teressa L. Rambo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Teressa Lea Rambo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

GLOBAL RETIREMENT PARTNERS LLC

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

DATAPATH INVESTMENT ADVISORS, INC.

FORVIS MAZARS WEALTH ADVISORS, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

STEPHENS

Primary Firm SEC Registration

ALLIANT RETIREMENT CONSULTING

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/1999

Series 63

Date: 1/26/1998

SIE

Date: 3/2/2018

Series 6

Date: 3/16/2015

Series 7

Date: 11/10/1997

Current Firm

ALLIANT RETIREMENT CONSULTING

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANT RETIREMENT CONSULTING

TRUST BUT VERIFY

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