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 is categorized as an insurance broker-dealer. FINTRX records show an SEC registration date of 1968 and an ownership type listed as domestic entity / individual. The firm is not flagged as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Several standard profile fields — including explicit business activities, advisory activities, fee structure, and client base details — are not populated in the available data.

Assets & Accounts

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
  • William Gaumond

    William Gaumond

    Chief Financial OfficerCRD 5294073

  • Eric Thomes

    Eric Thomes

    Chief Distribution OfficerCRD 4645308

  • Matthew Dian

    Matthew Dian

    Chief Compliance OfficerCRD 2246088

Unlock 3 more executives

Contacts

3 of 485
  • Sean Pham

    Sean Pham

    Internal Sales ConsultantCRD 5092586

  • Michael Resnick

    Michael Resnick

    Registered RepresentativeCRD 5273312

  • Richard Darr

    Richard Darr

    Registered RepresentativeCRD 4294239

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