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FIRM PROFILE
Overview
ALLIANZ LIFE FINANCIAL SERVICES, LLC is located at 5701 Golden Hills Drive, Minneapolis, MN 55416-1297 and was first established at Kansas City, Minnesota in 11/20/1996. After operating for 29 years, ALLIANZ LIFE FINANCIAL SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ALLIANZ LIFE FINANCIAL SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ALLIANZ LIFE FINANCIAL SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ALLIANZ LIFE FINANCIAL SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ALLIANZ LIFE FINANCIAL SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ALLIANZ LIFE FINANCIAL SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ALLIANZ LIFE FINANCIAL SERVICES, LLC Comes From
Understanding the Statistics for ALLIANZ LIFE FINANCIAL SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
5701 Golden Hills Drive, Minneapolis, MN 55416-1297
P O Box 1117, Minneapolis, MN 55440-1117
Medium
(763) 765-6500
Minnesota since 11/20/1996
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA | OWNER | ||
| DIAN, MATTHEW CHRISTOPHER | CHIEF COMPLIANCE OFFICER | 2246088 | |
| GAUMOND, WILLIAM EDWARD | DIRECTOR | 5294073 | |
| HELMEN, JOHN CURTIS | ASSISTANT VICE PRESIDENT, DISTRIBUTION NATIONAL ACCOUNTS | 4988276 | |
| LORD-KRAHN, KRISTINE MARIE | CHIEF LEGAL OFFICER | 4241291 | |
| THOMES, ERIC JON | CHIEF EXECUTIVE OFFICER | 4645308 | |
| WALTHER, COREY JAY | PRESIDENT | 2398952 | |
| WYSOCKI, REBECCA | PRINCIPAL FINANCIAL OFFICER | 6558204 | |
| WYSOCKI, REBECCA | CHIEF FINANCIAL OFFICER | 6558204 | |
| WYSOCKI, REBECCA | PRINCIPAL OPERATIONS OFFICER | 6558204 |
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Advisor's working at ALLIANZ LIFE FINANCIAL SERVICES, LLC
Laura Sue Quade
Danielle Burney
Ballard Boykin Holmes III
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