LT
Lieren M. Timeus
THE ASCENT GROUP
Virginia Beach, VA 23462
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CRD#: 6037372
LT
Professional summary
Lieren Mcnally Timeus, CFP® is a registered financial advisor currently at THE ASCENT GROUP, LLC located in Virginia Beach, Virginia and ALERA INVESTMENT ADVISORS, LLC located in Virginia Beach, Virginia.
Lieren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Lieren has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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) THE ASCENT GROUP POSITION: Investment Advisor Representative NATURE: LLC The Ascent Group, LLC is an SEC Registered RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 05/21/2021 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an Investment Advisor Representative, I will provide advice to clients in return for an advisory fee. 2) ALERA INVESTMENT ADVISORS, LLC POSITION: IAR NATURE: Alera Investment Advisors, LLC is an SEC Registered RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/15/2023 ADDRESS: Three Parkway North, Suite 500, Deerfield IL 60015, United States DESCRIPTION: As an investment advisor representative, I will provide investment advice to clients in return for an advisory fee. 3) Lake Taylor Transitional Care Hospital Foundation;investment related;1309 Kempsville Road,Norfolk,VA 23502;501(c)(3) not for profit organization governed by a board of business,civic,and medical leaders from the region appointed by the Hospital's Board of Commissioners;investment committee member;5/2/2022;1 hr/month;1 hr during trading;responsible for evaluating the investment companies and financial matters on behalf of the board for the charitable arm of the Lake Taylor Transitional Care Hospital-The Lake Taylor Transitional Care Foundation 4) SUMMIT GROUP 401(K) CONSULTING POSITION: Senior Retirement Plan Advisor NATURE: DBA My agency sold its assets to Alera Group Inc. I am employed by Alera Group Inc. and doing business under the name Summit Group 401(k) Consulting. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an associate with Alera Group Inc. I will continue to operate as I do today with my clients. I will continue to act as an IAR as applicable to continue servicing my existing client as well as new clients. We do business as Summit Group 401(k) Consulting. 5) SUMMIT GROUP OF VIRGINIA POSITION: Senior Retirement Plan Advisor NATURE: DBA My agency sold its assets to Alera Group Inc. I am employed by Alera Group Inc. and doing business under the name Summit Group of Virginia. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 192 Ballard Court, Suite 400, Virginia Beach VA 23462, United States DESCRIPTION: As an associate with Alera Group Inc. I will continue to operate as I do today with my clients. I will continue to act as an IAR as applicable to continue servicing my existing clients as well as new clients. We do business as Summit Group of Virginia. 6) LAKE TAYLOR TRANSITIONAL CARE HOSPITAL FOUNDATION POSITION: Investment Committee Member NATURE: Lake Taylor Transitional Care Hospital Foundation is a 501(C)3 not-for-profit organization governed by a board of business, civic, and medical leaders from the region appointed by the Hospital's Board of Commissioners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/02/2022 ADDRESS: 1309 Kempsville Road, Norfolk VA 23502 DESCRIPTION: As an Investment Committee Member, I along with the other Committee Members will be responsible for evaluating the investment companies and financial matters on behalf of the Board for the charitable arm of the Lake Taylor Transitional Care Hospital - The Lake Taylor Transitional Care Foundation The Investment Committee shall report all results and activities to the Board I will be supporting the Investment Committee only.
CRS (Client Relationship Summary) - RIA
Click below to view Lieren Mcnally Timeus'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
June 9, 2021 - Present
THE ASCENT GROUP, LLC
Office #1: 192 Ballard Court Suite 400, Virginia Beach, VA 23462RIA
CRD#: 314424
Virginia Beach, VA
Current
July 18, 2023 - Present
ALERA INVESTMENT ADVISORS, LLC
Office #1: 5029 Corporate Woods Dr. Suite 200, Virginia Beach, VA 23462RIA
CRD#: 287906
Virginia Beach, VA
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 192 Ballard Court Suite 400, Virginia Beach, VA 23462RIA
BD
CRD#: 23131
Virginia Beach, VA
Past
February 2, 2023 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Virginia Beach, VA
Past
February 17, 2017 - June 9, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
VIRGINIA BEACH, VA
Past
January 3, 2017 - January 23, 2023
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
VIRGINIA BEACH, VA
Past
September 1, 2015 - October 3, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
ORO VALLEY, AZ
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".
TA
THE ASCENT GROUP, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WALSH & NICHOLSON | THE ASCENT GROUP, LLC | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | ALERA GROUP WEALTH SERVICES
CRD#: 314424 / SEC#: 801-121182
RIA
Registered Investment Advisory firm - (5/10/2021 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
Virginia(6/9/2021)
RR
Virginia(8/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
THE ASCENT GROUP, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WALSH & NICHOLSON | THE ASCENT GROUP, LLC | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | ALERA GROUP WEALTH SERVICES
CRD#: 314424 / SEC#: 801-121182
RIA
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Contact information
Main Address
192 Ballard Court Suite 400, Virginia Beach, VA 23462
Mailing Address
Phone number
(757) 499-8300
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,304 |
| AUM (Assets Under Management) | $ 4,933,296,606 |
Red Flags
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