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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Allen is a financial advisor with Pension Consultants Inc. in Springfield, MO. Brian has been in the industry for over 30 years and has a wide range of experience in financial planning, investment management, and retirement planning. Brian is a Certified Financial Planner™ and holds a Series 7, Series 24, and Series 63 license. Brian is also a registered investment advisor in Missouri. Brian specializes in providing financial advice to individuals, families, and businesses. Brian's goal is to help clients reach their financial goals through personalized investment strategies and planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Consulting; plan participant guidance services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
A percentage of assets under advisement
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2
MO
06/29/2005 - Present
Pension Consultants Inc. (SPRINGFIELD MO)
MO
08/02/1994 - 11/02/2015
SECURITIES SERVICE NETWORK, INC. (SPRINGFIELD MO)
NE
08/26/1991 - 07/29/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
01/23/1990 - 08/21/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1990 - 08/21/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1995
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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