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Alex Van Iderstine

Investment Adviser Representative at Laffer Tengler Investments, Inc.

Scottsdale, AZCRD #6783028Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alex Van Iderstine is an investment adviser representative with Laffer Tengler Investments, Inc. in Scottsdale, AZ, where they have been registered since 2024. They have worked in the securities industry since 2020 and have been registered with 3 firms, including Etfmg Financial LLC and AXA Advisors, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/2/2017
SIE
Securities Industry Essentials Examination
Passed 3/20/2018
Series 7
General Securities Representative Examination
Passed 8/21/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Laffer Tengler Investments, Inc.Current
7/12/2024 – Scottsdale, AZ
Etfmg Financial LLC
1/7/2020 – 8/8/2023Summit, NJ
AXA Advisors, LLC
8/21/2017 – 3/20/2018Scottsdale, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. University OF Arizona
    Aug 2013 – Jul 2017Tucson, AZ
  2. Steve AND Mikes Shellfish
    Jan 2013 – Jan 2017San Francisco, CA
  3. AXA NEXT Externs
    Oct 2016 – Nov 2016Tucson, AZ
  4. AXA Advisors, LLC
    Aug 2017 – Mar 2018New York, NY
  5. Steve and Mike's Shellfish
    Jun 2018 – Oct 2019San Francisco, CA
  6. Exchange Traded Managers Group
    Jan 2020 – Jul 2023Summit, NJ
  7. Unemployed
    Aug 2023 – Nov 2023Jersey City, NJ
  8. Laffer Tengler Investments, Inc.
    Nov 2023 – no end date reportedScottsdale, AZ

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Laffer Tengler Investments, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$3,000,000 (waivable)
Firm's annual rate schedule by assets
  • Up to $3,000,0001.15%
  • $3,000,001 - $5,000,0001.00%
  • $5,000,001 - $10,000,0000.90%
  • $10,000,001 - $20,000,0000.75%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
2
Main office:
Nashville, TN
SEC file number:
801-56953

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 26, 2026

View full firm profile

Other advisors at Laffer Tengler Investments, Inc.

11 other advisors in the directory

View Laffer Tengler Investments, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alex Van Iderstine has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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