Brian David Allen

CFP

Pension Consultants INC

35 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Retirement PlanningInvestment Management

Pension Consultants INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

89 clients

Average Client Portfolio

$55.3M average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:$5M

Location

300 South Campbell Ave., Springfield, MO, 65806

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History

Regulatory History (1)

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Regulatory

June 2005

Final

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Other 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

April 2005 - Present · 20 yrs 10 mos

Previous Registrations

Securities Service Network, INC.Broker

August 1994 - November 2015 · 21 yrs 3 mos

Securities America, INC.Broker

August 1991 - July 1994 · 2 yrs 11 mos

American Express Financial Advisors INC.Broker

January 1990 - August 1991 · 1 yr 7 mos

Ids Life Insurance CompanyBroker

January 1990 - August 1991 · 1 yr 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.