Abigail E. Wiss

AMERICAN ALTERNATIVE CAPITAL

ANN ARBOR, MI 48108

CRD#: 6666220

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Professional summary

Abigail Elizabeth Wiss, CFP®, who also goes by Abby Crimmins, Abigail E Crimmins, Abigail Elizabeth Crimmins, Abigail Crimmins, Abigail Crimmins Wiss, is a registered financial professional currently at AMERICAN ALTERNATIVE CAPITAL, LLC located in Ann Arbor, Michigan.

Abigail is registered as a RR (Registered Representative) and started their career in finance in 2017. Abigail has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Abby Crimmins | Abigail E Crimmins | Abigail Elizabeth Crimmins | Abigail Crimmins | Abigail Crimmins Wiss

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) - BD

Click below to view Abigail Elizabeth Wiss'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

October 21, 2025 - Present

AMERICAN ALTERNATIVE CAPITAL, LLC

Office #1: 3909 Research Park Drive Suite 250, Ann Arbor, MI 48108

CRD#: 309956

ANN ARBOR, MI

Past

July 28, 2023 - September 30, 2025

REALTA INVESTMENT ADVISORS, INC

RIA

CRD#: 134952

CHARLOTTE, NC

Past

July 21, 2023 - September 30, 2025

REALTA EQUITIES, INC.

CRD#: 23769

WILMINGTON, DE

Past

March 1, 2021 - June 27, 2023

HILL INVESTMENT GROUP

RIA

CRD#: 312052

St. Louis, MO

Past

September 20, 2018 - March 1, 2021

HILL INVESTMENT GROUP

RIA

CRD#: 136452

ST. LOUIS, MO

Past

October 10, 2017 - July 19, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

August 30, 2017 - July 19, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(1/7/2026)

California
(1/12/2026)

Florida
(1/8/2026)

Minnesota
(1/7/2026)

Missouri
(10/21/2025)

Exams

State Security Law Exam

Series 63

Date: 8/22/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/6/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/20/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/30/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/12/2026

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERICAN ALTERNATIVE CAPITAL, LLC

AMERICAN ALTERNATIVE CAPITAL, LLC | LINK ALTS CAPITAL, LLC

CRD#: 309956 / SEC#: , 8-70651

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

3909 Research Park Drive Suite 250, Ann Arbor, MI 48108

Mailing Address

3909 Research Park Drive Suite 250, Ann Arbor, MI 48108

Phone number

(248) 428-8002

Established

Colorado since 07/06/2020

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
CARPE DIEM I, LLC	MEMBER
CONCORDE INVESTMENT PARTNERS, LLC	OWNER/MANAGING MEMBER
DELUNA, LORI MARIE	CHIEF COMPLIANCE OFFICER	5087442
KAMMEYER, JOSHUA JAMES	PRINCIPAL OPERATIONS OFFICER	5745175
KAVANAUGH, JASON PATRICK	PRESIDENT, DESIGNATED PRINCIPAL	2693303

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

Abigail E. Wiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Abigail Elizabeth Wiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

REALTA INVESTMENT ADVISORS, INC

REALTA EQUITIES, INC.

HILL INVESTMENT GROUP

HILL INVESTMENT GROUP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/2023

Series 66

Date: 10/6/2017

Series 7TO

Date: 7/20/2023

SIE

Date: 7/19/2018

Series 7

Date: 8/30/2017

Series 24

Date: 1/12/2026

FINRA

Current Firm

AMERICAN ALTERNATIVE CAPITAL, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

AMERICAN ALTERNATIVE CAPITAL, LLC

TRUST BUT VERIFY

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