This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

RETIREMENT AND WEALTH AT ALLIANT, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 8, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Dec 8, 1994

First registration

Jul 27, 2007

Dual registered

no

IAPD individual key

2536051

• Occurred

  Aug 17, 2022
  Advisor changed firm

  Eric Douglas Kaufman left Lockton Investment Advisors, Llc for Retirement And Wealth At Alliant, Llc (registered 2026-05-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:55b6aacf-2fcc-9967-a229-ae8652b284e1

First observed

Jul 27, 2007

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.