Alexander
Engen

Advisory Services Network

CRD#6502859
Investment Advisor
in Aurora, CO

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About this Advisor

Alexander Engen is a financial advisor based in Aurora, Colorado, working with Advisory Services Network. Alexander has previously held positions at the University Of Cincinnati, Journeyman, Ameriprise Financial, Ameriprise Financial Services, Inc, Lake Hills Wealth Management, LLC, Cambridge Investment Research Advisors, Inc, and Advisory Services Network, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Alexander is part of Advisory Services Network, which operates out of Aurora, Colorado. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Aurora, CO

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

CO Average: $3,570,121,308
Total Number of Employees

215

CO Average: 58
Total Number of Accounts

24,286

CO Average: 1,608
Average Account Size

$280,767

CO Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexander Engen Work History

2022 - Present (2 years)

Advisory Services Network, LLC

2019 - 2022 (3 years)

Cambridge Investment Research Advisors, Inc

2017 - 2019 (2 years)

Lake Hills Wealth Management, LLC

2016 - 2017 (1 year)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Journeyman

2015 - 2015 (< 1 year)

Ameriprise Financial

2015 - 2015 (< 1 year)

University Of Cincinnati

2014 - 2014 (< 1 year)

University Of Cincinnati

Disclosures

Please visit the SEC profile of Alexander Engen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

Larry Harness
Sarasota, FL
Michael Miller
Mequon, WI
Steffen Beck
Atlanta, GA
Karli Allen
Atlanta, GA
Matthew Lichtman
Atlanta, GA
Matthew Dowell
Tampa, FL
Miao Zhu
Tampa, FL
Penny Mccall
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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