Allen Financial Management, LLC

Allen Financial Management, LLC (CRD# 153511) is a financial advisory firm headquartered in Oxford, MI. They manage $70,000,000 in 400 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $175,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MI, NC

Financial Advisors at Allen Financial Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth S. Allen
CRD#: 4498334
1120 S. Lapeer Road, Suite 200, Oxford, MI 48371
96
Wealthminder
score

Kenneth Allen (CRD# 4498334) is an Investment Advisor Representative working at Allen Financial Management, LLC in Oxford, MI and has over 7 years of experience in the finance industry. Kenneth Allen 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.

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