American Financial Network Advisory Services, LLC

American Financial Network Advisory Services, LLC (CRD# 160322) is a financial advisory firm headquartered in Calabasas, CA. They manage $330,000,000 in 1,644 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    1,644
    ACCOUNTS
  • Average Account Value
    $200,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, HI, IL, NC, NV, NY, TX, UT

Financial Advisors at American Financial Network Advisory Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Martin S. Wasser
CRD#: 2096984
23975 Park Sorrento, Suite 250, Calabasas, CA 91302
93
Wealthminder
score

Martin Wasser (CRD# 2096984) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 22 years of experience in the finance industry.

2
Jeremy B. Herskovic
CRD#: 6435067
23975 Park Sorrento, Suite 250, Calabasas, CA 91302
90
Wealthminder
score

Jeremy Herskovic (CRD# 6435067) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.

3
Farzan Pourrahimi
CRD#: 6369356
23975 Park Sorrento, Suite 250, Calabasas, CA 91302
88
Wealthminder
score

Farzan Pourrahimi (CRD# 6369356) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has 1 year of experience in the finance industry.

4
Aaron D. Morris
CRD#: 5505406
23975 Park Sorrento, Suite 250, Calabasas, CA 91302
81
Wealthminder
score

Aaron Morris (CRD# 5505406) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 5 years of experience in the finance industry.

5
Daniel Becerra
CRD#: 4166468
23975 Park Sorrento, Suite 250, Calabasas, CA 91302
73
Wealthminder
score

Daniel Becerra (CRD# 4166468) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 14 years of experience in the finance industry.

6
Brett S. Ellen
CRD#: 1460478
23975 Park Sorrento, Suite 250, Calabasas, CA 91302
66
Wealthminder
score

Brett Ellen (CRD# 1460478) is an Investment Advisor Representative working at American Financial Network Advisory Services, LLC in Calabasas, CA and has over 29 years of experience in the finance industry. Brett Ellen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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