Zachary H Allen
Investment adviser representative at Pension Consultants Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$5.4BFirm assets
Are you Zachary H 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Pension Consultants, Inc.Sep 2023 to now
- Pension Consultants, Inc.Nov 2022 to Aug 2023
- Pension Consultants, Inc.Mar 2022 to Oct 2022
- Pension Consultants, Inc.Feb 2020 to Feb 2022
- Slate Robotics, Inc.Aug 2017 to Dec 2021
- Pension Consultants, Inc.Jun 2014 to Jul 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
Pension Consultants Inc
$5.4BAssets managed
88Clients
6Advisers
27 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
- 6376646
- Firm CRD
- 113914