Allan
Pelkonen
Pelkonen And Associates LLC
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About this Advisor
Allan Pelkonen is a certified financial planner and chartered financial consultant operating in Melville, New York with a total of 3 years of industry experience. Pelkonen is an advisor for Pelkonen And Associates LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc and Pelkonen And Associates. Pelkonen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York and Texas. Pelkonen And Associates LLC is a financial advisory company based in Melville, NY. It controls $170 million in total assets between its 787 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 787 client accounts, 34% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. Fees billed by Pelkonen And Associates LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pelkonen And Associates LLC Brokerage Details
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$169,484,698
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
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787
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$215,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Allan Pelkonen Work History
Allan has been registered as a financial advisor for 3 years.*
Pelkonen And Associates
Ameriprise Financial Services, Inc
*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 Pelkonen 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 Pelkonen And Associates LLC
Melville, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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