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 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
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 6Matthew Dian
Chief Compliance OfficerCRD 2246088
Hannah Schaub
Program CoordinatorCRD 7912782
ERIC THOMES
Chief Distribution OfficerCRD 4645308
Contacts
3 of 487Tyler Streff
Registered RepresentativeCRD 7825323
CHRISTOPHER TENEY
Regional Vice PresidentCRD 6249643
JEFFERY DOONG
Regional Vice PresidentCRD 5124967
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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