Unclaimed Profile

Alan Berkley Arends

ABG INVESTMENT SERVICES INC·ALBERT LEA, Minnesota

Clean recordABG INVESTMENT SERVICES INC

201 EAST CLARK, ALBERT LEA, MN 56007CRD# 7007Firm CRD# 107498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Berkley Arends · ALBERT LEA, MN

Registration

CRD #7007 · ABG INVESTMENT SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alan Berkley Arends is a registered financial advisor based in ALBERT LEA, Minnesota, affiliated with ABG INVESTMENT SERVICES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

INTELLICENTS INVESTMENT SOLUTIONS INC

AUM

$6.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTELLICENTS INVESTMENT SOLUTIONS INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 7007

Firm CRD# 107498

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Berkley Arends offer?

Alan Berkley Arends specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBERT LEA, Minnesota for a consultation.

What are Alan Berkley Arends's credentials?

Alan Berkley Arends is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Berkley Arends located?

Alan Berkley Arends is based in ALBERT LEA, Minnesota, working with ABG INVESTMENT SERVICES INC. Their office serves clients in the ALBERT LEA metropolitan area and surrounding communities.

How does Alan Berkley Arends charge for services?

Alan Berkley Arends's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABG INVESTMENT SERVICES INC?

ABG INVESTMENT SERVICES INC has approximately 64 employees and manages $6.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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