Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allen? Claim Your ProfileAllen K. Marler is a financial advisor with over 20 years of experience in the industry. Allen is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Allen holds Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Allen offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Allen has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Allen is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
06/14/2024 - Present
Osaic Wealth, Inc. (SANDY UT)
UT
05/08/2002 - 06/14/2024
SECURITIES AMERICA, INC. (SANDY UT)
MN
02/12/2002 - 05/02/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/12/2002 - 05/02/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/16/2000 - 05/10/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/16/2000 - 05/10/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Allen Marler is the right advisor for you? Invested Better is here to help.
