Hero image for Hinterland Advisors
Hinterland Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

Meet the team

Allan Wakkuri, Financial Advisor serving the Marquette, MI area - Ameriprise Advisors

Allan Wakkuri

Financial Advisor
Hinterland Advisors
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Consulting on potential benefits and risks of IRA rollovers
  • Family Finances
  • Insurance
  • Investments
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education

Education

  • Bachelor of Science - Finance & Risk Management, Northern Michigan University, 2018

Previous experience

  • Financial Advisor, Hantz Group, Marquette, MI, 2022-2026
  • Financial Services Support, Lasco Development Corporation, Marquette, MI, 2020-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Through the United Methodist Church, I have participated in several mission trips, volunteering at homeless shelters in Chicago, Minnesota, and throughout Michigan's Upper Peninsula. These experiences have given me the opportunity to serve others, build meaningful connections, and make a positive impact in the communities we visited.

Interests

Outside of work, I enjoy staying active and spending time outdoors through softball, cross-country skiing, hiking, and camping. I'm also an avid Detroit Tigers fan and enjoy reading in my spare time. Most importantly, I value spending quality time with my fianc�e, our four cats, and our family and friends.

My photos

2 albums
close

Connect with us

Allan Wakkuri may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.