Allen Loechner

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 11/2016
  Wells Fargo Advisors Llc
  Fort Wayne, IN
• 11/2016 → 07/2023
  Wells Fargo Clearing Services, Llc
  Fort Wayne, IN
• 07/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Wayne, IN

Previous Registrations

• 2009-06-23 → 2023-07-06
  Wells Fargo Clearing Services, Llc
  Fort Wayne, IN
• 2009-06-19 → 2009-06-23
  Commonwealth Financial Network
  Waltham, MA
  Fort Wayne, IN
• 2008-01-01 → 2009-06-22
  Wells Fargo Clearing Services, Llc
  Fort Wayne, IN
  Fort Wayne, IN
• 2001-07-10 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fort Wayne, IN
  Fort Wayne, IN
  St. Louis, MO

Other Businesses

CONCORDIA THEOLOGICAL SEMINARY; INVESTMENT RELATED; FT. WAYNE,IN; INVESTMENT COMMITTEE, START DATE 8/1/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0;ATTENDING MEETINGS TO DISCUSS INVESTMENT PERFORMANCE AND ASSESSING ADHERENCE TO INVESTMENT POLICY.FUNDING AND SUPPORTING PASTORAL EDUCATION AND TRAINING. FUNDING AND SUPPORTING PASTORAL EDUCATION AND TRAINING.;| LOECHNER PRACTICE, LLC; INV. RELATED; FT. WAYNE,IN; 100% OWNERSHIP; START DATE 07/10/2023; NUMBER OF HOURS PER MONTH 50; NUMBER OF HOURS DURING TRADING 25; PASS THROUGH FOR FINET PRACTICE.;| OPTARE FINANCIAL PARTNERS, LLC; INV. RELATED; FT. WAYNE,IN; 85% OWNERSHIP; START DATE 07/102023; NUMBER OF HOURS PER MONTH 50; NUMBER OF HOURS DURING TRADING 25; FINET PRACTICE.;| CO-TRUSTEE FOR OPTARE FINANCIAL PARTNERS, LLC 401K, INV RELATED, FORT WAYNE, IN, START: 7/10/2023, 10 HOURS A MONTH, 5 HOURS DURING TRADING, FINET PRACTICE 401K.| FORT WAYNE PHILHARMONICS; NOT INV. RELATED; FORT WAYNE, IN; ENDOWMENT COMMITTEE MEMBER; START DATE: 10/1/2024; 3 HRS PER MONTH; 0 HRS DURING TRADING: DUTIES: ATTEND MEETINGS, REVIW AND KEEP CURRENT THE INVESTMENT POLICY STATEMENT, ENSURE THE INVESTMENT MANAGER ADHERES TO THE IPS AND REPORT TO THE FINANCE COMMITTEE.| AFL PROPERTIES TN, LLC; INV RELATED; KINGSTON, TN; 100% OWNERSHIP; START DATE 04/15/2025; 10 HOURS PER MONTH; 0 HOURS DURING TRADING; USED TO PURCHASE, HOLD AND LEASE PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2001-06-28
• S63 Uniform Securities Agent State Law Examination
  1999-07-22

Other Names

• Allen Fredrick Loechner