DW
DW

Darren Andrew Woolson

25 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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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 1 mo
Asset Allocation Strategies, LLC
January 2024 - Present · 2 yrs 1 mo
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
Exams
No exam information available for this advisor.