Joseph Michael Allen
Investment adviser representative at Allen Financial Partners
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Allen Financial PartnersJul 2026 to now
- Lane Brothers Investment CounselMar 2022 to Jul 2026
- Cwm, LLCMar 2022 to Feb 2024
- Cetera Advisor NetworksMar 2022 to Dec 2022
- Edward JonesDec 2018 to Mar 2022
- Wells FargoJul 2007 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Allen Financial Partners
Legal name: Joe Allen, LLC
$0Assets managed
0Clients
3Advisers
Under 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
- 7052252
- Firm CRD
- 342928