AB
AB

Alan Osvald Bender

22 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

Alan is an agent at Precision Wealth Financial & Insurance Svcs since 2004, spending about 10-20% of his time selling securities products. He is also the President of Dynamis Wealth Solutions, LLC, providing clients with group health and life insurance products, dedicating about 10-20% of his time.

Employment History
Current Registrations
Spc
April 2007 - Present · 18 yrs 10 mos
Parkland Securities, LLCBroker
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
Intersecurities, INC.
March 2006 - April 2007 · 1 yr 1 mo
Intersecurities, INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Royal Alliance Associates, INC.Broker
April 2003 - June 2004 · 1 yr 2 mos
State Registrations5 states
AZCAFLMINM
AdvisorBrokerBoth
Exams
No exam information available for this advisor.