DW
Drew P. Whitney
ALLIANT RETIREMENT CONSULTING
Austin, TX 78746
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CRD#: 5918906
DW
Professional summary
Drew Patrick Whitney is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Austin, Texas and OSAIC WEALTH, INC. located in Austin, Texas.
Drew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Drew has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2018; APX NUMBER OF HOURS PER WEEK: less than 1; APX NUMBER OF HOURS DURING TRADING HOURS: None; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING - CRD # 167970; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY SERVICES; 3. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA NAME FOR TPA COMPLIANCE WORK, 401(K) CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE - LIFE & HEALTH, AND GROUP BENEFITS; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: PRODUCER/VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: BUSINESS DEVELOPMENT AND RELATIONSHIP MANAGEMENT FOR ALLIANT RETIREMENT CLIENTS AND CROSS-SELL OF OTHER ALLIANT INSURANCE SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Drew Patrick Whitney'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®
NoneExperience
Current
June 29, 2018 - Present
ALLIANT RETIREMENT CONSULTING
Office #1: 3600 N. Capital Of Texas Hwy, Bldg B, Suite 200, Austin, TX 78746RIA
CRD#: 167970
Austin, TX
Current
July 1, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 3600 N Capital Of Tx Hwy Ste 100b, Austin, TX 78746RIA
BD
CRD#: 23131
Austin, TX
Past
October 9, 2023 - July 3, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
AUSTIN, TX
Past
October 14, 2016 - July 9, 2018
CLS PARTNERS RETIREMENT SERVICES
RIA
CRD#: 181518
AUSTIN, TX
Past
September 2, 2014 - June 17, 2016
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
OVERLAND PARK, KS
Past
May 13, 2011 - September 2, 2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
BD
CRD#: 102920
OVERLAND PARK, KS
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".
AR
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)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
Texas(6/29/2018)
RR
Texas(7/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 10/6/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AR
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)Upgrade to AdvisorCheck Premium
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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
30
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 156 |
| AUM (Assets Under Management) | $ 4,493,036,646 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
