Allied Wealth Partners

www.alliedwealthpartners.com

Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2021, we assist clients with over $5.8 billion of assets and have over $6.7 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 14 Walsh Drive Suite 100 Parsippany, NJ, 07054. 4225083 DOFU: 1-2022

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Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the NY/NJ Metropolitan area. As of December 2021, we assist clients with over $5.8 billion of assets and have over $6.7 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. Allied Wealth Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Allied Wealth Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA /SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Allied Wealth Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 14 Walsh Drive Suite 100 Parsippany, NJ, 07054. 4225083 DOFU: 1-2022

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Country

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State

New Jersey

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City (Headquarters)

Parsippany

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Founded

1966

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President , Long Island Division

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    Phone (***) ****-****
  • Managing Director

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  • Marketing Manager

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    Phone (***) ****-****
  • New Business Case Manager

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    Phone (***) ****-****

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