AL
ChFC
AL
ChFC

Allen Ronald Lakner

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

Exline, IA

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Allen works as a salesperson for Lamb Financial Services, selling advisory, insurance, and securities products, dedicating more than full-time hours to this role. He also works as an instructor for NEHI Firearms Training LLC, spending a few hours per week on this activity.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
April 2017 - Present · 8 yrs 10 mos
Integrity Alliance, LLC
October 2016 - Present · 9 yrs 4 mos
State Registrations11 states
ARAZFLIAILMIMONCNVNYWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.