Allianz Life Financial Services, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
491
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 has been SEC-registered since 1968. The FINTRX snapshot identifies the firm as a domestic entity/individual–owned organization and classifies it as unclassified for the purposes of the dataset. The record indicates the firm is not a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm did not supply descriptive information about its business activities or advisory services in the FINTRX entry.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Matthew Dian

    Matthew Dian

    Chief Compliance OfficerCRD 2246088

  • Hannah Schaub

    Hannah Schaub

    Program CoordinatorCRD 7912782

  • Eric Thomes

    Eric Thomes

    Chief Distribution OfficerCRD 4645308

Unlock 3 more executives

Contacts

3 of 485
  • Tyler Streff

    Registered RepresentativeCRD 7825323

  • Christopher Teney

    Christopher Teney

    Regional Vice PresidentCRD 6249643

  • Jeffery Doong

    Jeffery Doong

    Regional Vice PresidentCRD 5124967

Unlock 482 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth