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 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
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
Matthew 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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