Allan Oehrlein

Current Employers

Usa Financial Securities Llc

6020 East Fulton Street, Ada, MI 49301 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2020-08-18

KS RA
APPROVED

Since 2020-08-18

Branch Locations

Overland Park, KS • United States

6020 East Fulton, Ada, MI 49301 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Annuity Marketing Services	Baton Rouge	LA	11/2013	10/2019
The Leaders Group Inc	Littleton	CO	05/2015	10/2019
Usa Financial	Ada	MI	10/2019	Present

11/2013 → 10/2019

Annuity Marketing Services

Baton Rouge, LA
05/2015 → 10/2019

The Leaders Group Inc

Littleton, CO
10/2019 → Present

Usa Financial

Ada, MI

Previous Registrations

2011-03-29 → 2011-07-18

Kestra Investment Services, Llc

Birmingham, AL
2009-09-28 → 2010-12-31

Directed Services Llc

Des Moines, IA

Other Businesses

Parento Systems - #101-1593 Sutherland Ave Kelowna, B.C, V1Y 5Y7, Canada. Start date 03/20/2025. Professional Coaching and Consulting for Financial Advisors focused on practice management and efficiency. Host bi-weekly coaching calls with financial advisor teams, working through the Perento coaching methodology and materials. Not Investment Related. 10 hours per month devoted to business. 10 hours per month devoted during securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-15
S65	Uniform Investment Adviser Law Examination	2009-09-25
S63	Uniform Securities Agent State Law Examination	2009-03-13

S66 Uniform Combined State Law Examination

2020-08-15
S65 Uniform Investment Adviser Law Examination

2009-09-25
S63 Uniform Securities Agent State Law Examination

2009-03-13

Other Names

Allan Oehrlein

View on SEC IAPD