AA
AA

Allen Arthur Albrecht

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$25
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Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Allen sells life, health, disability, and fixed indexed annuities through various insurance companies via Lakes Consulting Firm Inc. He also offers bookkeeping, data entry, and quarterly tax reports for supplemental income, and participates in life settlements. Allen dedicates minimal time to Kiwanis Club of Miami Lakes.

Employment History
Current Registrations
Spc
June 2002 - Present · 23 yrs 8 mos
Parkland Securities, LLCBroker
February 2002 - Present · 24 yrs
Previous Registrations
Walnut Street Securities, INC.Broker
June 1996 - February 2002 · 5 yrs 8 mos
North American Management, INC.Broker
October 1986 - June 1996 · 9 yrs 8 mos
State Registrations14 states
CAFLGAILKYMAMEMONCNJNYTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.