ZA
CFA
ZA
CFA

Zachary H Allen

1 Year of Experience
Areas of Practice
Retirement PlanningInvestment Management
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
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Location

300 South Campbell Ave., Springfield, MO, 65806

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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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Employment History
Current Registrations
Pension Consultants INC
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.