Zachary Allen, financial advisor Springfield MO

Zachary Allen

CRD Number: 6376646
Current Firm: Pension Consultants Inc.

Zachary Allen (CRD# 6376646) is an Investment Advisor Representative working at Pension Consultants Inc. in Springfield, MO and has 1 year of experience in the finance industry.

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Pension Consultants Inc.
Professional Designations
Company Name Location Dates Years
Pension Consultants, Inc. Springfield, MO Apr 2024 - Current < 1
Pension Consultants, Inc. Springfield, MO Sep 2023 - Current < 1
Pension Consultants, Inc. Springfield, MO Nov 2022 - Aug 2023 < 1
Pension Consultants, Inc. Springfield, MO Mar 2022 - Oct 2022 < 1
Pension Consultants, Inc. Springfield, MO Feb 2020 - Feb 2022 2
Slate Robotics, Inc. Springfield, MO Aug 2017 - Dec 2021 4
Pension Consultants, Inc. Springfield, MO Jun 2014 - Jul 2017 3
Drury University Springfield, MO Aug 2011 - May 2015 3

Zachary Allen has no recent exams reported.
Contact Info for Zachary H. Allen
Phone Number: 417.889.4918
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    4,447
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $31,536,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, KS, MO, NE, OK

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