The Allen Konrad Meridian Redevelopment Value Fund is a limited partnership formed for the purpose of investing in real estate and other entities. This fund was initially offered through Alterna Wealth Management (formerly Allen Konrad Asset Management) located in Boca Raton, Florida. There is often high risk, and may have been marketed to a client who wished to maintain a low risk portfolio, due to age or future objectives. Limited partnerships often have high commissions and fees, which can make it beneficial to the financial advisors who recommend them. Consequently, clients may have claims against the brokerage firms and brokers who recommended these investments.
If your broker/dealer recommended Allen Konrad Meridian Redevelopment Value Fund, you may be able to recover your investment losses through a FINRA arbitration. To speak with an attorney call Soreide Law Group at 888-760-6552.
Soreide Law Group is investigating potential investor claims involving Blue Owl Capital Corporation (NYSE: OBDC), including whether brokers and financial advisors properly explained the risks surrounding this publicly traded business development company and its related private credit platform. OBDC invests primarily in loans to middle-market companies and is often marketed as an income-generating investment. However, […]
Investors potentially experienced sales practice violations by securities broker Mark Perry Kissinger [CRD: 4546631, Frisco, Texas], given the disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Kissinger worked for NYLIFE Securities LLC since November 27, 2018, and Eagle Strategies LLC since March 15, 2023. Read on for a better understanding about the disclosures involving this […]
Investors have reportedly disputed the sales practices of securities broker Robert Steven Wilkinson [CRD: 1180321, Oakland, California], according to publicly available information found on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Wilkinson worked for Western International Securities Inc. from November 26, 2013, to June 5, 2025, and later registered with LPL Financial LLC beginning June 5, […]
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