Commerce Financial Advisors
Alan joined Commerce Financial Advisors in 2022 to help clients define their financial goals, develop a strategy to make them a reality, and measure their progress along the way. He has spent that time helping clients take a holistic approach to their financial life.
Alan assists clients with investment management, retirement planning, and insurance strategies. He earned a Bachelor’s degree in Accounting from Southeastern Oklahoma State University and has licenses from the Series 7 and 66, both of which are held with LPL Financial, as well as his License for Life, Health, and Variable Contracts.
100 S. Broadway St, Pittsburg, KS
The location listed above is the registered office for the Financial Advisor. Please call or email to set up an appointment at the banking center you selected.
FINRA (Financial Industry Regulatory Authority) oversees the people and firms that sell stocks, bonds, mutual funds and other securities. Use FINRA's BrokerCheck to find employment history, certifications, and licenses — as well as regulatory actions, violations or complaints — for any financial advisor. You can also obtain information about Commerce Brokerage Services, Inc. on the site.