AdvisorOS Directory
Claim Profile
KB

Krista Lyn Bommarito

ALERA INVESTMENT ADVISORS, LLC·DEERFIELD, Illinois
Unclaimed Profile
THREE PARKWAY NORTH, DEERFIELD, IL 60015-2567CRD# 3273672Firm CRD# 287906
01

About

Krista Lyn Bommarito is a registered financial advisor based in DEERFIELD, Illinois, affiliated with ALERA INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ALERA INVESTMENT ADVISORS, LLC
ALERA INVESTMENT ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
64
Total firm employees
View all advisors at ALERA INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3273672
Firm CRD# 287906
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DEERFIELD?

Browse all registered financial advisors in DEERFIELD, Illinois or claim this profile if it's yours.

Browse DEERFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Krista Lyn Bommarito offer?
Krista Lyn Bommarito specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Krista Lyn Bommarito's credentials?
Krista Lyn Bommarito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Krista Lyn Bommarito located?
Krista Lyn Bommarito is based in DEERFIELD, Illinois, working with ALERA INVESTMENT ADVISORS, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Krista Lyn Bommarito charge for services?
Krista Lyn Bommarito's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALERA INVESTMENT ADVISORS, LLC?
ALERA INVESTMENT ADVISORS, LLC has approximately 64 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DEERFIELD
Joel Leonard Hochman — HOCHMAN COLE INVESTMENT ADVISORS, INC.Philip Jeffrey Cole — HOCHMAN COLE INVESTMENT ADVISORS, INC.Allen Curtis Berg — WAVELAND FAMILY OFFICE, LLCClemens Peter Ciupke — ROBERTS, GLORE & CO.Karen Joy Scott — COE CAPITAL MANAGEMENT, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile