ATIA offers other financial advisors portfolio management and net worth building tools for their clients. From No Transaction Fee Funds to automated trading,  ATIA represents the true future of client-advisor relations where low fee's are imperative, and state of the art Financial Planning Tools are standard.  

ATIA Wealth Management Group offers Advisors a proprietary Dynamic Asset Allocation Portal to manage assets

ATIA constructs and rebalances advisor client portfolio's so they can spend more quality time with their clients

 

Investment Advisor Representative

  • Develop new client relationships

  • Participate in community events

  • Create new opportunities for growth

Life, Health/LTC Insurance Representative

  • Licensed Life & Health Insurance Producer/Principal

  • Experience with High Net Worth individuals and institutions

Building a future with ATIA Wealth Management Group

  • Excellent payout, low fees, ability to grow 

  • Detailed reporting and compliance oversight

  • Custodial services with globally known affiliates 

  • Relationships with major life insurance companies

  • Asset Allocation Tools and Financial Planning Software

  • Account Management Tools for Ultra High Net Worth Investors 

 

 

Retirement Transition & Practice Succession for Financial Advisors

 

We can assist financial consultants who are retiring themselves to structure an acquisition of their existing client base.  Appointment with the current custodian will be considered where AUM exceeds $10 MIL. 

 

Investment Advisors, Financial Planners, and Life Insurance representatives will find the tools required to grow and manage their client base with ATIA, as well as retire themselves.

 

 

 

For additional information:                     Contact Us

 

Office Address:

ATIA Wealth Management Group

Advanced Trader Investment Advisors, LLC.

ATTN: Frank Albanese, President

319 E. Madison ST, Suite 1D

Springfield, IL 62701

 

Please use our PO Box for both Regular Way & Certified Mail:

ATIA Wealth Management Group

Advanced Trader Investment Advisors, LLC.

411 E. Monroe ST, PO BOX 5307

Springfield, IL 62705

 

Primary Custodians

 Interactive Brokers, LLC: The Professional's Gateway the World's Markets

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers is not affiliated with and does not endorse or recommend Advanced Trader Investment Advisors, LLC. Interactive Brokers provides execution and clearing services to customers of Advanced Trader Investment Advisors, LLC. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.

 

        Pershing, LLC (A BNY Mellon Company)  

Pershing, LLC and The Bank of New York Mellon are not affiliated with and do not endorse or recommend Advanced Trader Investment Advisors, LLC (ATIA).  Pershing, LLC. is a primary custodian of record and broker/dealer which provides execution and clearing services to customers of Advanced Trader Investment Advisors, LLC/ATIA Wealth Management Group .

ATIA Wealth Management Group/Advanced Trader Investment Advisors, LLC.  If and when ATIA refers a client to a custodian broker/dealer or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the B/D or Third Party Money Manager is registered or on file, and a Member of FINRA, and SIPC.