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RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

VINCENT EDWARD ZINSMEYER

Advisor at ALERA INVESTMENT ADVISORS, LLC

San Antonio, TX | DEERFIELD, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALERA INVESTMENT ADVISORS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 9, 1992
First registration: Sep 23, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 2228410

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALERA INVESTMENT ADVISORS, LLC	Mixed wealth	Jul 16, 2020	n/a	yes	DEERFIELD, IL\|San Antonio, TX	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Sep 17, 2014	Jul 15, 2020	no	SAN ANTIONIO, TX\|SAN RAFAEL, CA	Previous registration
FINANCIAL TELESIS, INC.	Former SEC adviser	Aug 4, 2011	Nov 17, 2014	no	SAN RAFAEL, CA\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2008	Aug 9, 2011	no	SAN ANTONIO, TX	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Sep 23, 2003	Oct 31, 2008	no	SAN ANTONIO, TX\|HOUSTON, TX\|SAN ANTONIO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL RETIREMENT PARTNERS LLC	ALERA INVESTMENT ADVISORS, LLC	Jul 15, 2020	Jul 16, 2020	1	Firm change	Other
FINANCIAL TELESIS, INC.	GLOBAL RETIREMENT PARTNERS LLC	Nov 17, 2014	Sep 17, 2014	-61	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	FINANCIAL TELESIS, INC.	Aug 9, 2011	Aug 4, 2011	-5	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	SAGEPOINT FINANCIAL, INC.	Oct 31, 2008	Oct 31, 2008	0	Bulk transfer	Other

Relationships

Registered with (5)

→ ALERA INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Jul 16, 2020 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Sep 17, 2014 to Jul 15, 2020factForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
Aug 4, 2011 to Nov 17, 2014factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2008 to Aug 9, 2011factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Sep 23, 2003 to Oct 31, 2008factForm ADV

Dated events

No dated event names this entity yet.