Darren Andrew Woolson
Investment adviser representative at Asset Allocation Strategies, LLC
15 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Asset Allocation Strategies, LLCJan 2024 to now
- Glp Investment ServicesJan 2024 to now
- Morgan StanleyJun 2017 to Dec 2023
- Ameriprise Financial Services, Inc.Oct 2009 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
Asset Allocation Strategies, LLC
$1BAssets managed
4,394Clients
40Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4055818
- Firm CRD
- 152339