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Darren Woolson

Asset Allocation Strategies, LLC
25 Years of Experience
Farmington, MI
Broker
View SEC Summary
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Darren Woolson is a registered investment advisor at Asset Allocation Strategies, LLC, based in Farmington, MI, with 25 years of industry experience. Darren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B in assets under management.

Asset Allocation Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
4,394 clients
Average Client Portfolio
$232K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

33335 Grand River, Farmington, MI, 48336

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Darren is the Director of Compliance for Asset Allocation Strategies, LLC. This investment-related role takes about half of his time and is performed during trading hours.

Employment History
Current Registrations
Glp Investment Services, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Asset Allocation Strategies, LLC
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
July 2017 - January 2024 · 6 yrs 6 mos
Morgan Stanley
July 2017 - January 2024 · 6 yrs 6 mos
Ameriprise Financial Services, INC.
June 2010 - June 2017 · 7 yrs
Ameriprise Financial Services, INC.Broker
October 2009 - June 2017 · 7 yrs 8 mos
Ameriprise Advisor Services, INC.Broker
June 2009 - October 2009 · 4 mos
Ameriprise Financial Services, INC.Broker
July 2007 - April 2009 · 1 yr 9 mos
VALIC Financial Advisors, INC.
June 2006 - July 2007 · 1 yr 1 mo
VALIC Financial Advisors, INC.Broker
July 2005 - July 2007 · 2 yrs
H&r Block Financial Advisors, INC.Broker
November 2004 - July 2005 · 8 mos
Questar Capital CorporationBroker
June 2002 - November 2004 · 2 yrs 5 mos
H&r Block Financial Advisors, INC.Broker
July 2000 - June 2002 · 1 yr 11 mos
State Registrations15 states
MAMDMEMIMNMOMSMTTNTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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