Keri A. Alcos

STRATEGICOME GROUP LLC

Peoria, AZ 85382

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CRD#: 4280235

Professional summary

Keri Ann Alcos, who also goes by Keri Ann Lawson, is a registered financial advisor currently at STRATEGIC INCOME GROUP LLC located in Peoria, Arizona.

Keri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Keri has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keri Ann Lawson

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. Ms. Alcos is an owner and manager at Dynamoser, LLC, a media consulting firm, located at 9194 W. Hedge Hog Pl. Peoria, AZ 85383, where she performs administrative duties. Ms. Alcos started this position on 7/14/2020 and dedicates 20 hours a month to this business. 2. Ms. Alcos is Co-Owner and Manager of Lawson Insurance Group, LLC, an insurance firm/agency. Located at 9194 W. Hedge Hog Pl. Peoria, Arizona, 85383. Keri co-owns the business with her father, Thomas Lawson. They offer insurance products, specifically Medicare. Ms. Alcos started the LLC and business with her father in 08/2023 and currently works 16 hours a month in the business to help her father maintain his existing clientele.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keri Ann Alcos's CRS (Customer Relationship Summary).

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

September 27, 2022 - Present

STRATEGIC INCOME GROUP LLC

Office #1: 20542 N. Lake Pleasant Rd., #119, Peoria, AZ 85382

RIA

CRD#: 165839

Peoria, AZ

Past

June 20, 2018 - February 9, 2021

THEMONEYMD.COM, LLC

RIA

CRD#: 288761

Peoria, AZ

Past

September 7, 2016 - August 18, 2017

KINGDOM FINANCIAL GROUP, LLC

RIA

CRD#: 155676

PEORIA, AZ

Past

March 16, 2015 - May 20, 2016

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 45995

WAYNE, PA

Past

August 15, 2006 - April 28, 2007

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

SCOTTSDALE, AZ

Past

June 5, 2006 - July 20, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SCOTTSDALE, AZ

Past

September 27, 2005 - July 20, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

SCOTTSDALE, AZ

Past

July 16, 2004 - September 1, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

December 4, 2001 - March 17, 2004

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

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".

STRATEGIC INCOME GROUP LLC

CRD#: 165839 / SEC#: 801-108752

RIA

Registered Investment Advisory firm - (12/12/2016 Approved)

Arizona

Registered Investment Advisory firm - (12/23/2016 Terminated)

California

Registered Investment Advisory firm - (1/22/2017 Terminated)

Colorado

Registered Investment Advisory firm - (12/30/2016 Terminated)

Texas

Registered Investment Advisory firm - (12/23/2016 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

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRATEGIC INCOME GROUP LLC

CRD#: 165839 / SEC#: 801-108752

RIA

Registered Investment Advisory firm - (12/12/2016 Approved)

Arizona

Registered Investment Advisory firm - (12/23/2016 Terminated)

California

Registered Investment Advisory firm - (1/22/2017 Terminated)

Colorado

Registered Investment Advisory firm - (12/30/2016 Terminated)

Texas

Registered Investment Advisory firm - (12/23/2016 Terminated)

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Contact information

Main Address

2330 W. Ray Road Suite 3, Chandler, AZ 85224

Mailing Address

Phone number

(480) 466-7070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIG - ADV PART 2A FIRM BROCHURE (7/7/2025)

Regulatory assets under management

Total Number of Accounts	1,165
AUM (Assets Under Management)	$ 354,914,578

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2024	Cover Page	Report
01/24/2024	Cover Page	Report
10/26/2022	Cover Page	Report

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

Keri A. Alcos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keri Ann Alcos's CRS (Customer Relationship Summary).

Certified licenses

Experience

THEMONEYMD.COM, LLC

KINGDOM FINANCIAL GROUP, LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

HARTFORD FUNDS DISTRIBUTORS, LLC

HARTFORD FUNDS DISTRIBUTORS, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PACIFIC SELECT DISTRIBUTORS, LLC

Primary Firm SEC Registration

STRATEGIC INCOME GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2006

Series 63

Date: 3/2/2005

SIE

Date: 5/20/2016

Series 7

Date: 9/1/2004

Series 6

Date: 12/3/2001

Current Firm

STRATEGIC INCOME GROUP LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC INCOME GROUP LLC

TRUST BUT VERIFY

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