Chris
Goldner
Asset Allocation Strategies, LLC
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About this Advisor
Chris Goldner is a financial advisor who works in Farmington, Michigan, with 7 years of industry experience. Goldner works at Asset Allocation Strategies, LLC. During their career, the advisor has held roles at Glp Investment Services, Glp & Associates and Asset Allocation Strategies, LLC. Goldner has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Michigan. Asset Allocation Strategies, LLC is a company operating out of Farmington, MI. It has offices in 25 locations and a total of 37 advisors. It controls $451 million in total assets between its 3,541 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 3,541 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on the financial services provided. Fees charged by Asset Allocation Strategies, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Allocation Strategies, LLC Brokerage Details
$451,292,203
37
3,541
$127,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Chris Goldner Work History
Chris has been registered as a financial advisor for 7 years.*
Asset Allocation Strategies, LLC
Glp Investment Services
Glp & Associates
*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 Chris Goldner 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 Asset Allocation Strategies, LLC
Farmington, MI
Frisco, TX
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
South Haven, 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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