Allen Loechner is a registered investment advisor at Wells Fargo Advisors, based in Fort Wayne, IN, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
6714 Pointe Inverness Way, Suite 230, Fort Wayne, IN, 46804
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Allen is involved with several outside business activities, including serving on the investment committee for Concordia Theological Seminary and the endowment committee for Fort Wayne Philharmonics, and owning Loechner Practice LLC and Optare Financial Partners LLC. He also serves as co-trustee for Optare Financial Partners, LLC 401k and owns AFL Properties TN, LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations45 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.