Alexxander V. Peralta

RETIREMENT INVESTMENT ADVISORS

Oklahoma City, OK 73112

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CRD#: 7638573

Professional summary

Alexxander V Peralta, CFP® is a registered financial advisor currently at RETIREMENT INVESTMENT ADVISORS INC located in Oklahoma City, Oklahoma.

Alexxander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexxander has worked at 1 firm and has passed the Series 65 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexxander V Peralta'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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

September 30, 2022 - Present

RETIREMENT INVESTMENT ADVISORS INC

Office #1: 2925 United Founders Blvd, Oklahoma City, OK 73112

RIA

CRD#: 106316

Oklahoma City, OK

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".

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(9/30/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/31/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/1/2020

Securities Industry Essentials Examination

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

RETIREMENT INVESTMENT ADVISORS INC | RETIREMENT INVESTMENT ADVISOS INC

CRD#: 106316 / SEC#: 801-43702

RIA

Registered Investment Advisory firm - (4/13/1993 Approved)

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Contact information

Main Address

2925 United Founders Blvd, Oklahoma City, OK 73112

Mailing Address

Phone number

(405) 842-3443

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RETIREMENT INVESTMENT ADVISORS, INC. ADV PART 2A 11262025 (11/26/2025)

Regulatory assets under management

Total Number of Accounts	1,381
AUM (Assets Under Management)	$ 1,268,287,388

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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Alexxander V. Peralta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexxander V Peralta's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT INVESTMENT ADVISORS INC

Primary Firm SEC Registration

RETIREMENT INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2022

SIE

Date: 8/1/2020

Current Firm

RETIREMENT INVESTMENT ADVISORS INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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