TrueAdvisor
TrueAdvisor
BA
CFP
BA
CFP

Brian David Allen

Pension Consultants INC
35 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningInvestment Management
Pension Consultants INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
89 clients
Average Client Portfolio
$55.3M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$5M

Location

300 South Campbell Ave., Springfield, MO, 65806

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History

Regulatory History (1)
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Regulatory
June 2005
Final
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Other Business Activities

Brian is the managing member of PCI Properties, LLC, owning real estate since 2003, dedicating minimal time. He is also the owner and director of the board for Slate Robotics since 2017, spending a few hours per week.

Employment History
Current Registrations
Pension Consultants INC
April 2005 - Present · 20 yrs 10 mos
Previous Registrations
Securities Service Network, INC.Broker
August 1994 - November 2015 · 21 yrs 3 mos
Securities America, INC.Broker
August 1991 - July 1994 · 2 yrs 11 mos
American Express Financial Advisors INC.Broker
January 1990 - August 1991 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
January 1990 - August 1991 · 1 yr 7 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.