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 entity since 1968. The FINTRX snapshot classifies ownership as a domestic entity / individual and lists the firm's internal classification as "Unclassified." The record flags the firm as not acting as a capital allocator and identifies it as not being an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The source material does not include granular descriptions of the firm's advisory programs, investment processes, or client segments, so there is limited visibility into how the firm positions itself in the market or the specific services it offers to investors.

Assets & Accounts

Location & Offices

Investment profile

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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 487
  • 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

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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