Allan
Oehrlein

Usa Financial Securities Corporation

CRD#5483531
Investment Advisor
in Overland Park, KS

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About this Advisor

Allan Oehrlein is a financial advisor based in Overland Park, Kansas, working with Usa Financial Securities Corporation. Allan has previously held positions at Annuity Marketing Services, The Leaders Group Inc, Usa Financial, Voya Financial, Ing, and Voya Financial Advisors, Inc. Allan has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Allan is part of Usa Financial Securities Corporation, which operates out of Overland Park, Kansas. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7300 West 110Th St. Suite 960
Overland Park, KS 66210

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

KS Average: $943,424,332
Total Number of Employees

166

KS Average: 21
Total Number of Accounts

1,395

KS Average: 1,586
Average Account Size

$192,610

KS Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Allan Oehrlein Work History

2019 - Present (6 years)

Usa Financial

2015 - 2019 (4 years)

The Leaders Group Inc

2014 - 2015 (1 year)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Advisors, Inc

2013 - 2019 (6 years)

Annuity Marketing Services

2011 - 2014 (3 years)

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Disclosures

Please visit the SEC profile of Allan Oehrlein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usa Financial Securities Corporation

Jason Towles
Raleigh, NC
Russell Sutton
Erie, PA
Tyler Bannister
Ada, MI
Andrew Kayla
Ada, MI
Kyle Beals
Raleigh, NC
Andrew Coplin
Ada, MI
Susan Green
Tustin, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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