A complete list of active advisors currently associated with Allegiant Financial Advisors, LLC

Warmer can help you find a great advisor at Allegiant Financial Advisors, LLC or one who fits your needs even better.

Allegiant Financial Advisors, LLC serves individuals and high‑net‑worth clients as well as corporate entities, trusts, and retirement/pension and profit‑sharing plans. The firm provides financial planning, investment advice, business consulting, employer‑sponsored retirement plan consulting and administration, and also makes insurance products available through affiliated companies. The advisor collects client financial data and delivers written or verbal analyses and recommendations, offering both discretionary and non‑discretionary account structures and a mix of active management and longer‑term buy‑and‑hold services. Investment adviser representatives use third‑party research and tools and may implement strategies that include options, margin and other short‑term trading techniques where appropriate. AFA is affiliated with related Allegiant entities that provide insurance, title, financing and consulting services, and some representatives are dually registered with broker‑dealers—arrangements the brochure notes can create conflicts of interest when commission products are recommended. The firm’s regulatory disclosure history (consent agreement and fine) and its emphasis on corporate and retirement plan consulting distinguish it from many solo independent advisers.

To learn more about the advisors currently working at Allegiant Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.