Allen & Company Of Florida, Inc.

Allen & Company Of Florida, Inc. (CRD# 25) is a financial advisory firm headquartered in Lakeland, FL. They manage $631,600,000 in 1,995 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    632
    MILLION
  • Total Number of Accounts
    1,995
    ACCOUNTS
  • Average Account Value
    $316,591
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Allen & Company Of Florida, Inc.
Showing 1 - 10 of 39 top financial advisors.
1
Nathan D. Amann
CRD#: 5516499
1401 South Florida Avenue, Lakeland, FL 33803
100
Wealthminder
score

Nathan Amann (CRD# 5516499) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 7 years of experience in the finance industry.

2
Thomas A. Bixby
CRD#: 1200163
7380 Murrell Road, Suite 100, Melbourne, FL 32940
96
Wealthminder
score

Thomas Bixby (CRD# 1200163) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Melbourne, FL and has over 34 years of experience in the finance industry. Thomas Bixby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kurt F. Elmhorst
CRD#: 2421373
1401 South Florida Avenue, Lakeland, FL 33803
96
Wealthminder
score

Kurt Elmhorst (CRD# 2421373) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 24 years of experience in the finance industry. Kurt Elmhorst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eric A. Greenhow
CRD#: 4541912
250 Avenue K, Sw, Suite 106, Winter Haven, FL 33880
96
Wealthminder
score

Eric Greenhow (CRD# 4541912) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 14 years of experience in the finance industry. Eric Greenhow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Isaac B. Hartmann
CRD#: 4666387
1401 South Florida Avenue, Lakeland, FL 33803
96
Wealthminder
score

Isaac Hartmann (CRD# 4666387) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Lakeland, FL and has over 13 years of experience in the finance industry. Isaac Hartmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Laura J. Hawley
CRD#: 1146452
7380 Murrell Road, Suite 100, Melbourne, FL 32940
96
Wealthminder
score

Laura Hawley (CRD# 1146452) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Melbourne, FL and has over 19 years of experience in the finance industry. Laura Hawley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Sharon S. Pettit
CRD#: 361949
250 Avenue K, Sw, Suite 106, Winter Haven, FL 33880
96
Wealthminder
score

Sharon Pettit (CRD# 361949) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 19 years of experience in the finance industry. Sharon Pettit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Dana F. Baxter
CRD#: 15265
250 Avenue K, Sw, Suite 106, Winter Haven, FL 33880
93
Wealthminder
score

Dana Baxter (CRD# 15265) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 11 years of experience in the finance industry.

9
Lorin D. Bice
CRD#: 4366292
250 Avenue K, Sw, Suite 106, Winter Haven, FL 33880
93
Wealthminder
score

Lorin Bice (CRD# 4366292) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 16 years of experience in the finance industry.

10
Diane E. Burr
CRD#: 1566377
250 Avenue K, Sw, Suite 106, Winter Haven, FL 33880
93
Wealthminder
score

Diane Burr (CRD# 1566377) is an Investment Advisor Representative working at Allen & Company Of Florida, Inc. in Winter Haven, FL and has over 11 years of experience in the finance industry.

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