Allen Lakner (CRD# 5015583) is an Investment Advisor Representative working at Brokers Financial in Exline, IA and has over 7 years of experience in the finance industry.
CRD# 3251157
Ameriprise Financial Services, LLC
CRD# 1839734
Ameriprise Financial Services, LLC
CRD# 5531567
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brokers International Financial Services, LLC | Exline, IA | Oct 2016 - Current | 7 |
| Nehi Firearms Training LLC | Exline, IA | Oct 2013 - Current | 10 |
| Lamb Financial Services | Exline, IA | Oct 2001 - Current | 22 |
| Self-employed | Exline, IA | Oct 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- IA
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Total Assets Under Management2,000MILLIONS
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Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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