Will Wren, financial advisor Opelika AL

Will Wren

CRD Number: 4924277
Current Firm: Allstate Financial Advisors, LLC

Will Wren (CRD# 4924277) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Opelika, AL and has over 16 years of experience in the finance industry.

Similar Advisors
Jeffrey Adams, financial advisor Opelika AL
Jeffrey G. Adams
CRD# 2369218
Greatmark Investment Partners, Inc.
Similar Advisors
Timothy Aja, financial advisor Opelika AL
Timothy S. Aja
CRD# 4443823
Aja Financial LLC
Similar Advisors
Bridget Alcide, financial advisor Opelika AL
Bridget A. Alcide
CRD# 4194526
Synovus Securities, Inc.
Company Name Location Dates Years
Allstate Insurance Company Opelika, AL Apr 2021 - Current < 1
Wren Financial Group Opelika, AL Apr 2021 - Current < 1
Unemployed Dadeville, AL Aug 2020 - Apr 2021 < 1
State Farm Investment Management Corp. Statesboro, GA Aug 2018 - Aug 2020 2
State Farm Insurance Statesboro, GA May 2013 - Aug 2020 7
State Farm Vp Management Corp. Statesboro, GA May 2013 - Aug 2020 7
State Farm Insurance Meridian, MS Mar 2013 - May 2013 < 1
State Farm Vp Management Corp. Meridian, MS Aug 2010 - May 2013 2
State Farm Insurance Meridian, MS Aug 2010 - Mar 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Sep 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Will D. Wren
Phone Number: 877-232-2142
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $199,194
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.