AdvisorOS Directory
Claim Profile
KA

Kenneth Sherman Allen

ALLEN FINANCIAL MANAGEMENT, LLC·OXFORD, Michigan
Unclaimed Profile
1120 S LAPEER RD, OXFORD, MI 48371CRD# 4498334Firm CRD# 153511
01

About

Kenneth Sherman Allen is a registered financial advisor based in OXFORD, Michigan, affiliated with ALLEN FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALLEN FINANCIAL MANAGEMENT, LLC
ALLEN FINANCIAL MANAGEMENT, LLC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ALLEN FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4498334
Firm CRD# 153511
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OXFORD?

Browse all registered financial advisors in OXFORD, Michigan or claim this profile if it's yours.

Browse OXFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kenneth Sherman Allen offer?
Kenneth Sherman Allen specializes in Financial Planning, Investment Management. Contact their office in OXFORD, Michigan for a consultation.
What are Kenneth Sherman Allen's credentials?
Kenneth Sherman Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Sherman Allen located?
Kenneth Sherman Allen is based in OXFORD, Michigan, working with ALLEN FINANCIAL MANAGEMENT, LLC. Their office serves clients in the OXFORD metropolitan area and surrounding communities.
How does Kenneth Sherman Allen charge for services?
Kenneth Sherman Allen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN FINANCIAL MANAGEMENT, LLC?
ALLEN FINANCIAL MANAGEMENT, LLC has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile