Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Allen is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Retirement Plan Advisors, LLC and is also a registered representative of Cambridge Investment Research, Inc. Michael's areas of expertise include retirement planning, portfolio management, and financial planning. He is a dedicated professional who is committed to helping his clients achieve their financial goals. Michael has a strong track record of success, and he is a respected leader in the financial services industry. He is also a member of the Lees Summit, Missouri Chamber of Commerce.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
IL
01/17/2020 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
MO
11/02/2018 - 12/21/2019
ROYAL ALLIANCE ASSOCIATES, INC. (LEES SUMMIT MO)
MO
05/03/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (LEES SUMMIT MO)
KS
08/26/2002 - 05/07/2013
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
MO
04/03/2000 - 08/27/2002
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
OH
05/06/1992 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 01/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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