TrueAdvisor
TrueAdvisor
AF
AF

Allen Lee Frederick

Farther
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Farther
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

Location

Wichita, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Farther
April 2025 - Present · 10 mos
Previous Registrations
Sequent Planning, LLC
July 2024 - April 2025 · 9 mos
Capital Management Services, INC.
January 2019 - July 2022 · 3 yrs 6 mos
Brokers Financial
March 2017 - October 2018 · 1 yr 7 mos
Wilshire-Pennington Group, INC.
May 2013 - March 2015 · 1 yr 10 mos
Bankers & Investors CO.
August 2009 - May 2011 · 1 yr 9 mos
Brokers International Financial Services, LLC
July 2008 - July 2009 · 1 yr
National Planning Corporation ("npc of America" in Fl & Ny)
July 2006 - April 2008 · 1 yr 9 mos
Berthel Fisher & Company Financial Services, INC.
May 2003 - July 2006 · 3 yrs 2 mos
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.