Alissa Koebler-Purko
Vice President
Alissa has 10 years of experience with assisting advisors with managing their book of business and supporting the onboarding of new clients. Currently, Alissa collaborates with advisors on completing plan assessments, developing fee benchmark reports and collecting other industry specific data for prospecting needs. In addition, Alissa supervises a team of client support coordinators in numerous offices within the Central Region to help ensure all support tasks are completed in an efficient manner. Alissa graduated from the University of Wisconsin-Milwaukee with a Bachelor of Business Administration in Finance. Alissa holds her FINRA Series 65 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
