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 with a total of 1 year of industry experience. Engen is an employee of Advisory Services Network. Throughout their career, Engen has worked at Univeristy Of Cincinnati, Enerfab, University Of Cincinnati, Kao Usa, Inc, Journeyman, Ameriprise Financial, Ameriprise Financial Services, Inc, Lake Hills Wealth Management, LLC, Cambridge Investment Research Advisors, Inc and Advisory Services Network, LLC. Engen has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Colorado and Texas. Advisory Services Network is an advisory company that has its headquarters in Atlanta, GA. The investment advisory business has offices in 84 locations and a total of 212 advisors. It controls $6 billion in assets among its 22,847 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 21 charitable organizations. Of its 22,847 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. Advisory Services Network has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which services are provided. However, fee types billed by Advisory Services Network may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$5,772,354,974

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

212

CO Average: 58
Total Number of Accounts

22,847

CO Average: 1,608
Average Account Size

$252,653

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

Alexander has been registered as a financial advisor for 1 years.*

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)

Kao Usa, Inc

2014 - 2014 (< 1 year)

University Of Cincinnati

2013 - 2013 (< 1 year)

Enerfab

2013 - 2013 (< 1 year)

University Of Cincinnati

2011 - 2013 (2 years)

Univeristy Of Cincinnati

*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 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

Catherine Zieman
Atlanta, GA
Tony Graybeal
Rockledge, FL
Shannon Van Holstyn
Eagle River, AK
Benjamin Taylor
Portage, MI
Kenneth Cordella
Atlanta, GA
John Downing
Atlanta, GA
Brian Moore
Atlanta, GA
Scott Perrone
Orlando, FL

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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