Allen Lakner
Allen Lakner is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Exline, IA, with 9 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
Exline, IA
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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
Allen works as a salesperson for Lamb Financial Services, selling advisory, insurance, and securities products, dedicating more than full-time hours to this role. He also works as an instructor for NEHI Firearms Training LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
State Registrations13 states
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