BA
CFP
BA
CFP

Benjamin D Allen

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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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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Other Business ActivitiesSells Insurance

Benjamin works as a Client Service Specialist at Schipper and Osterink, providing financial management, consulting, and insurance services. This activity takes nearly all of Benjamin's time.

Employment History
Current Registrations
Advisory Alpha, LLC
October 2022 - Present · 3 yrs 4 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.