ALLIANZ LIFE FINANCIAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
493
Avg account
$0

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
612
Registered since
January 11, 1968

Firm profile

FINTRX

Overview

Allianz Life Financial Services, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 1968. The firm's reported ownership structure combines a domestic entity and an individual owner. The source classifies the firm as "Unclassified." The firm indicates it is not a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, is not newly formed, and does not report pension consulting or related-adviser arrangements. No descriptive information about client segments, fee schedules, specific business lines or advisory services was provided in the source material.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Matthew Dian

    Chief Compliance OfficerCRD 2246088

  • Hannah Schaub

    Program CoordinatorCRD 7912782

  • ERIC THOMES

    Chief Distribution OfficerCRD 4645308

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Contacts

3 of 487
  • Tyler Streff

    Registered RepresentativeCRD 7825323

  • CHRISTOPHER TENEY

    Regional Vice PresidentCRD 6249643

  • JEFFERY DOONG

    Regional Vice PresidentCRD 5124967

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
5701 Golden Hills Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth