Allison Modrak

CFP

Allworth Financial, L.P.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning

Allworth Financial, L.P.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

310 advisors

Number of Clients

26,325 clients

Average Client Portfolio

$953K average

Assets Under Management

$25.1B

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

11240 N. Tatum Blvd, Suite 110, Phoenix, AZ, 85028

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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.

Employment History

Current Registrations

Aw SecuritiesBroker

February 2024 - Present · 2 yrs

Allworth Financial, L.P.

February 2024 - Present · 2 yrs

Previous Registrations

Northwestern Mutual Investment Services, LLCBroker

May 2022 - February 2024 · 1 yr 9 mos

Northwestern Mutual Investment Services,llc

May 2022 - February 2024 · 1 yr 9 mos

Cliftonlarsonallen Wealth Advisors, LLC

April 2021 - January 2022 · 9 mos

Cliftonlarsonallen Wealth Advisors, LLCBroker

October 2020 - January 2022 · 1 yr 3 mos

Robert W. Baird & CO. IncorporatedBroker

June 2020 - October 2020 · 4 mos

State Registrations9 states

AZCAFLIDILORVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.