AU
Alec T. Unruh
AMERICAN RETIREMENT PLANNING GROUP
Las Vegas, NV 89144
Some features on this profile are disabled
CRD#: 7439421
AU
Professional summary
Alec T. Unruh, who also goes by Alec Unruh, is a registered financial advisor currently at AMERICAN RETIREMENT PLANNING GROUP INC located in Las Vegas, Nevada.
Alec is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alec has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alec Unruh
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.
CRS (Client Relationship Summary) - RIA
Click below to view Alec T. Unruh'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
March 4, 2022 - Present
AMERICAN RETIREMENT PLANNING GROUP INC
Office #1: 1120 N. Town Center Dr. Suite 140, Las Vegas, NV 89144RIA
CRD#: 108300
Las Vegas, NV
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
AMERICAN RETIREMENT PLANNING GROUP INC
AMERICAN RETIREMENT PLANNING GROUP INC
CRD#: 108300 / SEC#: 801-110254
RIA
Registered Investment Advisory firm - (4/5/2017 Approved)Arizona
Registered Investment Advisory firm - (5/4/2017 Terminated)California
Registered Investment Advisory firm - (6/3/2017 Terminated)Colorado
Registered Investment Advisory firm - (5/11/2017 Terminated)Florida
Registered Investment Advisory firm - (5/4/2017 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2017 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.Highlighted states indicate IAR registrations
IAR
Arizona(9/18/2023)
IAR
California(3/4/2022)
IAR
Nevada(3/21/2022)
Current Firm
AR
AMERICAN RETIREMENT PLANNING GROUP INC
AMERICAN RETIREMENT PLANNING GROUP INC
CRD#: 108300 / SEC#: 801-110254
RIA
Registered Investment Advisory firm - (4/5/2017 Approved)Arizona
Registered Investment Advisory firm - (5/4/2017 Terminated)California
Registered Investment Advisory firm - (6/3/2017 Terminated)Colorado
Registered Investment Advisory firm - (5/11/2017 Terminated)Florida
Registered Investment Advisory firm - (5/4/2017 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1120 N. Town Center Dr. Suite 140, Las Vegas, NV 89144
Mailing Address
Phone number
(702) 655-8300
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 815 |
| AUM (Assets Under Management) | $ 289,420,592 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
