Kenneth Allen is a CFP-designated registered investment advisor, based in Oxford, MI, with 17 years of industry experience.
Location
925 N. Lapeer Rd, Suite 159, Oxford, MI, 48371
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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
Kenneth is the CCO and managing member of Allen Financial Management, LLC, a registered investment advisor, dedicating full-time hours to this role. Kenneth also works as an agent for Allen Financial Management, LLC's insurance agency, selling term life and universal life insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Allen Financial Management
Previous Registrations
Sigma Financial CorporationBroker
Sigma Financial CorporationBroker
State Registrations10 states
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