Allianz Life Financial Services, LLC

Broker-DealerFINRA MemberEst. 1968
Total AUM
Advisory reps
489
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 registered as a limited liability company and is classified in FINTRX data as an insurance broker-dealer. The firm has been SEC-registered since 1968. Owner type is listed as a domestic entity and individual. Publicly reported fields for advisory activities, fee structure and client base are not populated in the provided dataset. The profile notes several negative flags for advisory-style activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Those attributes are consistent with a broker-dealer role rather than an asset-management or discretionary-adviser business.

Assets & Accounts

Investments & Alternatives

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

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Contacts

3 of 483
  • Tyler Streff

    Registered RepresentativeCRD 7825323

  • Christopher Teney

    Christopher Teney

    Regional Vice PresidentCRD 6249643

  • Jeffery Doong

    Jeffery Doong

    Regional Vice PresidentCRD 5124967

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth