Allan
Oehrlein
Usa Financial Securities Corporation
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About this Advisor
Allan Oehrlein is a financial advisor who works in Overland Park, Kansas, with 3 years of relevant experience. Oehrlein is an advisor for Usa Financial Securities Corporation. During their career, Oehrlein has held roles at Directed Services LLC, Annuity Marketing Services, The Leaders Group Inc, Usa Financial, Voya Financial, Ing and Voya Financial Advisors, Inc. Oehrlein maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Kansas. Usa Financial Securities Corporation is an advisory firm operating out of Ada, MI. The company has offices in 126 locations and a total of 166 people on staff. It has $224 million in assets under management among its 1,433 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,433 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Usa Financial Securities Corporation performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the type of services. However, fee types charged by Usa Financial Securities Corporation most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Usa Financial Securities Corporation Brokerage Details
$223,546,536
166
1,433
$155,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Allan Oehrlein Work History
Allan has been registered as a financial advisor for 3 years.*
Usa Financial
The Leaders Group Inc
Voya Financial
Voya Financial Advisors, Inc
Annuity Marketing Services
Directed Services LLC
Ing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allan Oehrlein 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 Usa Financial Securities Corporation
Tustin, CA
Ada, MI
Ada, MI
Ada, MI
Ada, MI
Ada, MI
San Antonio, TX
Ada, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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