TrueAdvisor
TrueAdvisor
AF
AF

Allison Flink

NFP Retirement INC.
24 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment ManagementBusiness OwnersFinancial Planning & Coaching
NFP Retirement INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
6,585 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$118.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

120 Vantis, Suite 400, Aliso Viejo, CA, 92656

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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

Allison is the owner of AKF Holdings Inc. LLC, an investment advisor. She spends minimal time on this activity and receives no compensation.

Employment History
Current Registrations
Wealthspire Retirement Advisory
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Kestra Investment Services, LLCBroker
August 2014 - April 2018 · 3 yrs 8 mos
Direct File Feed
November 2013 - November 2019 · 6 yrs
Wfg Investments, INC.Broker
July 2013 - August 2014 · 1 yr 1 mo
NFP Securities, INC.Broker
October 2010 - December 2012 · 2 yrs 2 mos
Nrp Financial, INC.Broker
November 2009 - October 2010 · 11 mos
LPL Financial CorporationBroker
November 2008 - November 2009 · 1 yr
Ing Financial Advisers, LLCBroker
June 2004 - October 2008 · 4 yrs 4 mos
Hartford Equity Sales Company INC.Broker
March 2001 - May 2004 · 3 yrs 2 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.