Alexander Engen (CRD# 6502859) is an Investment Advisor Representative working at Advisory Services Network in Aurora, CO and has over 7 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | Jul 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2019 - Jul 2022 | 2 |
| Lake Hills Wealth Management, LLC | Austin, TX | Feb 2017 - Oct 2019 | 2 |
| Ameriprise Financial Services, Inc. | Austin, TX | Jan 2016 - Feb 2017 | 1 |
| University Of Cincinnati | Cincinnati, OH | Sep 2015 - Dec 2015 | < 1 |
| Ameriprise Financial | Austin, TX | May 2015 - Aug 2015 | < 1 |
| Journeyman | Montgomery, OH | Jan 2015 - Apr 2015 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Jun 2014 - Dec 2014 | < 1 |
| Kao Usa, Inc. | Cincinnati, OH | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CO
- TX
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Total Assets Under Management6,819MILLIONS
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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