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Allen Financial Management, LLC - Allen Financial Management, LLC

Allen Financial Management, LLC, is a private, mission-driven financial planning and investment management company with clients in 16 states. Allen Financial Management’s President, Kenny Allen, has of over 14 years of experience in the industry. He led his former firm, to consistent asset growth from 2002 to 2010. In April 2010, Kenny Allen founded Allen Financial Management and has continued his rapid growth by providing financial planning and investment management services to people in in all walks of li

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Allen Financial Management, LLC - Allen Financial Management, LLC | investments.allenfinancialoxford.com Reviews

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Allen Financial Management, LLC, is a private, mission-driven financial planning and investment management company with clients in 16 states. Allen Financial Management’s President, Kenny Allen, has of over 14 years of experience in the industry. He led his former firm, to consistent asset growth from 2002 to 2010. In April 2010, Kenny Allen founded Allen Financial Management and has continued his rapid growth by providing financial planning and investment management services to people in in all walks of li

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Allen Financial Management, LLC - Allen Financial Management, LLC | investments.allenfinancialoxford.com Reviews

https://investments.allenfinancialoxford.com

Allen Financial Management, LLC, is a private, mission-driven financial planning and investment management company with clients in 16 states. Allen Financial Management’s President, Kenny Allen, has of over 14 years of experience in the industry. He led his former firm, to consistent asset growth from 2002 to 2010. In April 2010, Kenny Allen founded Allen Financial Management and has continued his rapid growth by providing financial planning and investment management services to people in in all walks of li

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investments.allenfinancialoxford.com

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Brokerage Practices - Allen Financial Management, LLC

http://investments.allenfinancialoxford.com/index.php/business-practices/brokerage-practices

You are here: . Brokerage for Client Referrals. We do not receive client referrals from broker-dealers in exchange for cash or other compensation, such as brokerage services or research. 1120 S. Lapeer Road, Oxford MI 48371. Our Mission is to To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing potential for social and economic returns for our clients.

2

Investments - Allen Financial Management, LLC

http://investments.allenfinancialoxford.com/index.php/services-offered/investments

You are here: . We Believe in an investment strategy that combines excellent investments and managers in a model that our clients can live with for the long term. We do not use market timing or day trading strategies. We believe these techniques are hazardous to your financial health. 1120 S. Lapeer Road, Oxford MI 48371. Our Mission is to To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing pote...

3

Advisory Business - Allen Financial Management, LLC

http://investments.allenfinancialoxford.com/index.php/business-practices/advisory-business

You are here: . Description of Services and Fees. Allen Financial Management, LLC is a registered investment adviser based in Oxford, Michigan. We are organized as a limited liability company under the laws of the State of Michigan. We have been providing investment advisory services since 2010. Kenneth S. Allen is our Managing Member and Owner. Currently, we offer the following investment advisory services, which are personalized to each individual client:. On-Going Investment Management Services.

4

President - Allen Financial Management, LLC

http://investments.allenfinancialoxford.com/index.php/business-practices/president

You are here: . President Kenneth Sherman Allen. Education and Background and Business Experience. Kenneth Sherman Allen, CFP. Year of Birth: 1979. Formal Education after High School:. United States Airforce Academy 06/1998 to 02/1999. Hope College, , (Finance), 09/1999 to 05/2000. Oakland University, Finance, Japanese 09/2000-Present. Business Background 08/2008 - 03/2015:. Allen Financial Management, LLC, Managing Member/Chief Compliance Officer/Investment Adviser Representative, 03/2010 to Present.

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Review of Accounts - Allen Financial Management, LLC

http://investments.allenfinancialoxford.com/index.php/business-practices/review-of-accounts

You are here: . Additional reviews may be conducted based on various circumstances, including, but not limited to:. At your request,. Contributions and withdrawals,. Year-end tax planning,. Market moving events,. Security specific events, and/or,. Changes in your risk/return objectives. 1120 S. Lapeer Road, Oxford MI 48371.

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