Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Oehrlein is a financial advisor with USA Financial Securities LLC, a company based in Ada, Michigan. Allan has been working in the financial industry since 2009 and has held several positions at firms like The Leaders Group, Inc., VOYA Financial Advisors, Inc., and Directed Services LLC. Allan holds the Series 6, 7TO, 63, 65 and 66 licenses and is registered with the state of Kansas as both a broker-dealer and an investment advisor representative. Allan provides financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
08/18/2020 - Present
USA Financial Securities LLC (Overland Park KS)
CO
05/12/2015 - 10/25/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
LA
09/26/2014 - 04/29/2015
VOYA FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
IA
07/18/2011 - 12/17/2013
DIRECTED SERVICES LLC (DES MOINES IA)
TX
03/29/2011 - 07/18/2011
NFP SECURITIES, INC. (AUSTIN TX)
IA
02/13/2008 - 12/31/2010
DIRECTED SERVICES LLC (DES MOINES IA)
BOTH
Issued 08/15/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/25/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allan Oehrlein is the right advisor for you? Invested Better is here to help.
