Brian Allen is a CFP-designated registered investment advisor at Pension Consultants INC, based in Springfield, MO, with 36 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 89 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pension Consultants, Inc. offers RetireAdvisers® Retirement COMPLETE Services, where fees are calculated as a percentage of the value of your account(s). The fees are billed in advance each quarter.
For example, if you have up to $500,000 in assets, the annual fee is $6,500. If you have more than $500,000, the fee is calculated using a tiered schedule.
Location
300 South Campbell Ave., Springfield, MO, 65806
Get directionsHistory
Regulatory History (1)
Regulatory
June 2005Other Business Activities
Brian is the managing member of PCI Properties, LLC, owning real estate since 2003, dedicating minimal time. He is also the owner and director of the board for Slate Robotics since 2017, spending a few hours per week.
Employment History
Current Registrations
Pension Consultants INC
Previous Registrations
Securities Service Network, INC.Broker
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.