Alexander AllenCRD Number: 7088314
Current Firm: Creative Planning
Alexander Allen (CRD# 7088314) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Creative Planning||Overland Park, KS||Jan 2019 - Current||4|
|Full Time Student||Pittsburg, KS||Aug 2014 - Dec 2018||4|
|Creative Planning||Overland Park, KS||May 2018 - Aug 2018||< 1|
|Pittsburg State University||Pittsburg, KS||Jun 2017 - Aug 2017||< 1|
|Fish Window Cleaning||Kansas City, MO||Jun 2014 - Aug 2014||< 1|
|Unemployed||Shawnee, KS||Aug 2013 - Jun 2014||< 1|
|Fish Window Cleaning||Kansas City, MO||Jun 2013 - Aug 2013||< 1|
|Full Time Student||Shawnee, KS||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management133,831MILLIONS
Total Number of Accounts165,510ACCOUNTS
Average Account Value$808,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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