Andrew Gene Allen
Investment adviser representative at Instrumental Wealth, LLC
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$508MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Instrumental Wealth, LLCOct 2020 to now
- University Consultants of AmericaApr 2015 to now
- Northwestern Mutual Wealth Management CompanyMar 2016 to Oct 2020
- Northwestern Mutual Investment Services, LLCJul 2013 to Oct 2020
- Northwestern Mutual Life Insurance CompanyJul 2013 to Oct 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Instrumental Wealth, LLC
$508MAssets managed
573Clients
5Advisers
6 yearsIn 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
- 5155079
- Firm CRD
- 310788