AE
AE

Alexander Christian Engen

9 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Loading...

Location

Aurora, CO

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Alexander is an independent insurance agent for various independent insurance companies. He is also a managing member of M6 Wealth Advisors, LLC, a service company for his financial services practice, dedicating a few hours per week to this role.

Employment History
Current Registrations
Advisory Services Network
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
November 2019 - August 2022 · 2 yrs 9 mos
Lake Hills Wealth Management, LLC
March 2017 - October 2019 · 2 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 2016 - February 2017 · 8 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.