Allianz Life Financial Services, LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 612
- Registered since
- January 11, 1968
- Website
- www.allianzlife.com
Firm profile
FINTRXOverview
Allianz Life Financial Services, LLC is organized as a limited liability company and operates as an insurance broker-dealer. The entity is owned by a combination of domestic corporate and individual interests. FINTRX classifies the firm as an insurance broker-dealer rather than a capital allocator, and the record indicates it does not identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The available data does not describe advisory fee schedules, specific business lines beyond the broker-dealer classification, or client segments served. The firm’s profile in the source focuses on its legal form and regulatory/operational attributes rather than investment strategies or product menus.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
William Gaumond
Chief Financial OfficerCRD 5294073

Eric Thomes
Chief Distribution OfficerCRD 4645308

Matthew Dian
Chief Compliance OfficerCRD 2246088
Contacts
3 of 481
Sean Pham
Internal Sales ConsultantCRD 5092586

Michael Resnick
Registered RepresentativeCRD 5273312

Richard Darr
Registered RepresentativeCRD 4294239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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