Allegis Financial Partners is a full-service insurance and investment company founded in 1999 by Jeff Erekson. The company focuses on meeting the individual needs of each client, which has contributed to its success in becoming one of the Intermountain West's strongest and most stable agencies. Over the past decade, Allegis Financial Partners has experienced substantial growth, with sales increasing nearly five-fold and expanding to six locations with more than 100 associates across Idaho, Utah, Washington, and Oregon.
The company's management team boasts a wealth of experience in the financial services industry, with a combined total of more than 75 years. Allegis Financial Partners ensures that its representatives hold various professional designations and licenses, with ongoing financial services education being a requirement for team members. The company's representatives are licensed and authorized to conduct life insurance business in multiple states, as well as being registered and authorized to conduct securities-related business in several states.
Allegis Financial Partners is not a broker-dealer or a Registered Investment Advisor but offers securities through OneAmerica Securities, Inc., a Registered Investment Advisor and member of FINRA and SIPC. The company is not an affiliate of OneAmerica Securities or the companies of OneAmerica. Allegis Financial Partners emphasizes that its communication does not serve as a recommendation or endorsement of any product, service, security, or issuer.
The company has not disclosed any recent investment activity or involved investors. Overall, Allegis Financial Partners presents a promising profile in the financial services industry, with an established presence and a track record of consistent growth.
