USA Financial
Allan Oehrlein is an experienced financial professional currently serving as the Business Development Vice President at USA Financial since October 2019, where investment advisory and securities services are provided. Previously, Allan held the position of Regional Account Manager at AMS Financial Solutions Group from December 2013 to October 2019 and served as Senior Regional Wholesaler for Minnesota, North Dakota, and South Dakota at Voya Financial from June 2011 to December 2013, focusing on building strong producer/advisor relationships and demonstrating expertise in mutual fund and annuity products. Earlier in the career, Allan worked as an Internal Wholesaler at Highland Capital Brokerage and ING, specializing in wholesale distribution of variable annuities and mutual fund IRA accounts. Educational qualifications include a degree from Iowa State University and advanced studies at The American College of Financial Services.
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USA Financial
USA Financial Securities Corp., Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Commenting Guidelines: http://www.usafinancial.com/investors/commenting-guidelines. At USA Financial, we believe that financial advisors and their clients shouldn’t be limited by the constraints of a single-minded financial institution. Since 1988, USA Financial has sought to reshape how advisors and investors approach financial planning and investment management. “Plan First and Invest Second™" is the foundation upon which we were built, and we instill that approach through our education, comprehensive planning, and investment innovation. Over the years, USA Financial has expanded its service offerings. This combination of subsidiaries is synergistically knitted together for the specific purpose of empowering advisors and investors. This includes: USA Financial Securities (Registered investment adviser and FINRA-registered broker-dealer), USA Financial Insurance Services (insurance wholesaler), USA Financial Portformulas® (a registered investment adviser and formulaic trending money manager), USA Financial Media® (technology and multimedia marketing firm), and USA Financial Exchange (turn-key asset management/UMA platform). Each of these companies plays a vital role in the overall value proposition offered by USA Financial to its advisors and clients.