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JM

John G. Mcgowan

ALLIANZ LIFE FINANCIAL SERVICES
Minneapolis, MN 55416
Some features on this profile are disabled
CRD#: 1709088
JM

Professional summary


John Gregory Mcgowan, who also goes by Greg Mcgowan, John Mcgowan, is a registered financial professional currently at ALLIANZ LIFE FINANCIAL SERVICES, LLC located in Minneapolis, Minnesota.

John is registered as a RR (Registered Representative) and started their career in finance in 1987. John has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Greg Mcgowan | John Mcgowan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view John Gregory Mcgowan's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 6, 2017 - Present

ALLIANZ LIFE FINANCIAL SERVICES, LLC

Office #1: 5701 Golden Hills Drive, Minneapolis, MN 55416
BD
CRD#: 612
Minneapolis, MN
Past

March 16, 2015 - August 22, 2017

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

August 15, 2012 - January 8, 2015

ORCHARD SECURITIES, LLC

BD
CRD#: 133378
NEW YORK, NY
Past

March 15, 2011 - July 3, 2012

TNP SECURITIES, LLC

BD
CRD#: 149178
COSTA MESA, CA
Past

June 15, 2009 - March 1, 2011

KBS CAPITAL MARKETS GROUP LLC

BD
CRD#: 132299
NEWPORT BEACH, CA
Past

June 4, 2004 - June 15, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RALEIGH, NC
Past

March 8, 2000 - May 12, 2004

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

May 1, 1998 - March 15, 2000

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

July 24, 1996 - April 17, 1998

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 18, 1995 - April 30, 1996

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

BD
CRD#: 487
CHARLOTTE, NC
Past

January 19, 1993 - June 24, 1993

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

August 16, 1990 - January 27, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 28, 1989 - March 5, 1990

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

October 1, 1987 - July 10, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

July 21, 1987 - September 25, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/28/2022)
RR
Nebraska
(7/28/2022)
RR
New Jersey
(7/28/2022)
RR
New York
(10/9/2017)
RR
Rhode Island
(9/2/2020)
RR
Virginia
(7/28/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/27/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AL
ALLIANZ LIFE FINANCIAL SERVICES, LLC
ALLIANZ LIFE FINANCIAL SERVICES, LLC | USALLIANZ INVESTOR SERVICES, LLC | NALAC FINANCIAL PLANS, LLC | NALAC FINANCIAL PLANS, INC.

CRD#: 612 / SEC#: , 8-13630

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
5701 Golden Hills Drive, Minneapolis, MN 55416-1297
Mailing Address
P O Box 1117, Minneapolis, MN 55440-1117
Phone number
(763) 765-6500
Established
Minnesota since 11/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICAOWNER
DIAN, MATTHEW CHRISTOPHERCHIEF COMPLIANCE OFFICER2246088
GAUMOND, WILLIAM EDWARDDIRECTOR5294073
HELMEN, JOHN CURTISASSISTANT VICE PRESIDENT, DISTRIBUTION NATIONAL ACCOUNTS4988276
LORD-KRAHN, KRISTINE MARIECHIEF LEGAL OFFICER4241291
THOMES, ERIC JONCHIEF EXECUTIVE OFFICER4645308
WALTHER, COREY JAYPRESIDENT2398952
WYSOCKI, REBECCAPRINCIPAL FINANCIAL OFFICER6558204
WYSOCKI, REBECCACHIEF FINANCIAL OFFICER6558204
WYSOCKI, REBECCAPRINCIPAL OPERATIONS OFFICER6558204

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612Minneapolis, MN 55416

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