Unclaimed Profile

Brian David Allen

PENSION CONSULTANTS INC·SPRINGFIELD, Missouri

SIE, Series 7, Series 24, Series 63CFP21 years registeredPENSION CONSULTANTS INC

300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO 65806CRD# 2020476Firm CRD# 113914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian David Allen · SPRINGFIELD, MO

Registration

CRD #2020476 · PENSION CONSULTANTS INC · 21 years registered

Brand Profile

Not yet started

Career History

PENSION CONSULTANTS INC

Apr 2005 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · April 19, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2005Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PENSION CONSULTANTS INC

CRD 113914 · SEC 801-56704

AUM

$4.4B

Regulatory assets under management

Employees

141 client accounts

Services offered by PENSION CONSULTANTS INC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at PENSION CONSULTANTS INC →

Introduction

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Frequently Asked Questions

What services does Brian David Allen offer?

Brian David Allen specializes in Investment Management. Contact their office in SPRINGFIELD, Missouri for a consultation.

What are Brian David Allen's credentials?

Brian David Allen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian David Allen located?

Brian David Allen is based in SPRINGFIELD, Missouri, working with PENSION CONSULTANTS INC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.

How does Brian David Allen charge for services?

Brian David Allen's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSION CONSULTANTS INC?

PENSION CONSULTANTS INC has approximately 20 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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