Kenneth Sherman Allen
Investment adviser representative at Allen Financial Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$121.2MFirm assets
Are you Kenneth Sherman Allen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Mutual Securities, Inc.Mar 2015 to now
- Allen Financial Management, LLCMar 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Allen Financial Management
Legal name: Allen Financial Management, LLC
$121.2MAssets managed
288Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4498334
- Firm CRD
- 153511