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Alexis Lo Monaco

Advisor at LifeTyme Financial Advisors, LLC

Updated today
LifeTyme Financial Advisors, LLC logo

Firm

LifeTyme Financial Advisors, LLC

Location

Fairbanks, AK

Credentials

Series 65

Industry experience

2 years

About

Alexis Lo Monaco is a financial advisor at LifeTyme Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining LifeTyme Financial Advisors, Alexis worked at Haley & Olson Law Firm, P.C., Central National Bank, and Zions Bank. Alexis is also involved with LifeTyme Financial Group LLC, an insurance sales and services business. LifeTyme Financial Advisors provides fee-based advisory services to individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations, primarily acting as a co-advisor on a third-party platform. The firm utilizes Matson Money’s modern-portfolio and efficient-market approach, offering non-discretionary advisory and ERISA plan services while Matson Money holds custody and trading authority.

Client services

Based on LifeTyme Financial Advisors, LLC

Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on LifeTyme Financial Advisors, LLC

Retired Founder/Business Owner

Demographic focus

Based on LifeTyme Financial Advisors, LLC

Mid-Career Professionals Approaching retirement

Fee options

Percentage

$0 - $500,000: 0.99% annually $500,000 - $1,000,000: 0.99% annually $1,000,000 - $4,000,000: 0.99% annually $4,000,000+: 0.99% annually

Commissions

Supervised persons may receive commissions from insurance product sales.

Other

Fee-only: Annual fee based on assets under management up to 0.99% annually, negotiable based on amount of assets and model portfolio chosen.

Location

Fairbanks, AK

Most active in

Alaska · Arizona · Texas

Work history

LifeTyme Financial Advisors, LLC

2024 - Present (2 years)

Lifetyme Financial Group LLC

2022 - Present (4 years)

Haley & Olson Law Firm, P.C.

2021 - 2022 (1 year)

Central National Bank

2017 - 2021 (4 years)

South Bosque Veterinary Clinic

2017 - 2017 (1 year)

Zions Bank

2017 - 2017 (1 year)

Nanny

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Greta M

CFP®

Fairbanks, AK

Frontier Financial Planning

Are you living your best version of financial freedom and are you on the path to financial independence? In Alaska, achieving financial freedom carries a unique significance. From managing heating oil and travel expenses to navigating seasonal challenges, we understand the distinct needs and benefits that define life in the Last Frontier. We specialize in working with Alaska professionals who rely on the state’s PERS and TRS retirement systems, including employees of the State of Alaska, the University of Alaska, and various municipalities and school districts. By extension, we work with all Alaskans—supporting their spouses, guiding them in caring for aging parents, and ensuring they can help their children realize their potential. Frontier’s founder, Greta returned to Alaska after earning her degrees and traveling the globe. Through thoughtful financial planning and goal-setting, she transitioned from a career as a Civil Engineer in Anchorage to becoming a thriving certified financial planning specialist, life partner, and mother. She works with families like her own, with kids, parents, grandparents - who are seeking financial guidance and the independence that comes with a solid and process-driven plan. You can feel confident that Greta faces the same seasons, challenges, joys, and richness that come with life in Alaska, just like you.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Tax-loss harvesting Public Service Employee Educators, Teachers, and Academics Gen X (Born 1965-1980)
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Series 63

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Wealth management Multi-generational wealth transfer Passive / index investing
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Series 65

Fairbanks, AK

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Wealth management Multi-generational wealth transfer Passive / index investing
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Series 65

Fairbanks, AK

Elliott Cove Capital Management

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Brian S

Series 63, Series 65

Fairbanks, AK

Valic Financial Advisors

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Roark H

CFP®, Series 63, Series 65

Fairbanks, AK

Concurrent Investment Advisors, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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