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SC

Shyh J. Chiu

ALLIANZ LIFE FINANCIAL SERVICES
Minneapolis, MN 55416
Some features on this profile are disabled
CRD#: 2981929
SC

Professional summary


Shyh Jeng Chiu, CFP®, who also goes by Jeng Chiu, Shyh Jeng Chiu, is a registered financial professional currently at ALLIANZ LIFE FINANCIAL SERVICES, LLC located in Minneapolis, Minnesota.

Shyh is registered as a RR (Registered Representative) and started their career in finance in 1998. Shyh has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeng Chiu | Shyh Jeng Chiu

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 Shyh Jeng Chiu'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®
CFP®

Experience


Current

October 17, 2025 - Present

ALLIANZ LIFE FINANCIAL SERVICES, LLC

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

August 30, 2024 - September 19, 2025

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

September 17, 2018 - July 22, 2024

CLARENDON INSURANCE AGENCY, INC.

BD
CRD#: 7395
WALTHAM, MA
Past

June 7, 2018 - July 9, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 3, 2013 - May 31, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

August 5, 2011 - January 3, 2013

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
SIMSBURY, CT
Past

October 27, 2009 - July 26, 2011

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

April 27, 2006 - September 18, 2009

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

July 7, 2005 - April 7, 2006

HIMCO DISTRIBUTION SERVICES COMPANY

BD
CRD#: 6604
HARTFORD, CT
Past

September 24, 2003 - June 27, 2005

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FARMINGTON, CT
Past

September 24, 2003 - June 27, 2005

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

April 3, 2002 - August 21, 2003

1717 CAPITAL MANAGEMENT COMPANY

RIA
CRD#: 4082
HOUSTON , TX
Past

July 3, 2001 - August 21, 2003

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 8, 1998 - November 16, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 8, 1998 - November 16, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Connecticut
(10/17/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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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