Pension Consultants Inc.
Pension Consultants Inc. (CRD# 113914) is a financial advisory firm headquartered in Springfield, MO. They manage $3,808,927,217 in 163 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management3,809MILLION
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Total Number of Accounts163ACCOUNTS
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Average Account Value$23,367,652
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AR, IN, KS, MO, NE, OK, TX
Brian Allen (CRD# 2020476) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 30 years of experience in the finance industry. Brian 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.
David Clemenson (CRD# 1724393) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 19 years of experience in the finance industry.
Luis Flores (CRD# 6116176) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 8 years of experience in the finance industry.
Joseph Matus (CRD# 6618078) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 4 years of experience in the finance industry.
Cody Mendenhall (CRD# 5409073) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 13 years of experience in the finance industry. Cody Mendenhall 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.
Jonathan Robertson (CRD# 6661342) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 4 years of experience in the finance industry.
Christopher Thixton (CRD# 2654637) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 22 years of experience in the finance industry.
David Kastrevc (CRD# 7284940) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has 1 year of experience in the finance industry.
Jay Pinkston (CRD# 7282307) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has 1 year of experience in the finance industry.
John Woosley (CRD# 4522665) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has over 18 years of experience in the finance industry.