KA
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Karren Allen

41 Years of Experience
Overland Park, KS
BrokerSells Insurance

Karren Allen is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Overland Park, KS, with 41 years of industry experience. Karren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

7450 W 130th St, #150, Overland Park, KS, 66213

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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

Karren works as an insurance agent and broker, including sales of life, accident, health, disability, long-term care insurance, and fixed annuities, dedicating about a quarter of her time to Total Financial Group, Inc. Karren also owns Karren Allen Properties, LLC to manage real estate and rental property, spending minimal time on this activity.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2024 - Present · 1 yr 6 mos
Hornor, Townsend & Kent, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Osaic Fs, INC.
May 2007 - November 2024 · 17 yrs 6 mos
Osaic Fs, INC.Broker
April 1995 - November 2024 · 29 yrs 7 mos
Chubb Securities CorporationBroker
May 1992 - December 1994 · 2 yrs 7 mos
Hall Securities CorporationBroker
December 1990 - October 1991 · 10 mos
Funding Capital INC.Broker
September 1986 - December 1990 · 4 yrs 3 mos
Hall Securities CorporationBroker
December 1983 - September 1986 · 2 yrs 9 mos
State Registrations5 states
FLKSMOTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.