David Allen
David Allen is a registered investment advisor at Horace Mann Investors, INC., based in Springfield, IL, with 27 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.10% |
Fees vary by specific model program selected. Rates shown represent the maximum fees across programs such as BNY AdvisorFlex and BNY Managed360.
Fee Estimator
Location
One Horace Mann Plaza, Springfield, IL, 62715-0001
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a multiline insurance agent affiliated with Horace Mann Service Corp., offering property, casualty, health, and life products.
Employment History
Current Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
First Investors CorporationBroker
State Registrations10 states
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
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