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
Home Office Address: Branch Address:
ATIA Wealth Management Group ATIA Wealth Management Group
Advanced Trader Investment Advisors, LLC. Advanced Trader Investment Advisors, LLC.
ATTN: Frank Albanese, President ATTN: Frank Albanese, President
319 E. Madison St. Suite 1D 780 5th Avenue South, Suite 200
Springfield, IL 62701 Naples, FL 34102
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
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 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.