Daniel
Allen
Smith, Moore & Co
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About this Advisor
Daniel Allen is a financial advisor based in Topeka, Kansas, working with Smith, Moore & Co. Daniel has previously held positions at Smith, Moore & Co, Azura Credit Union, Allstate Insurance Company, Keller Williams One Legacy Partners, LLC, Edward Jones Investments, Slumberland Furniture, Chick-Fil-A, and Potter's Hand Christian School. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Daniel is part of Smith, Moore & Co, which operates out of Topeka, Kansas. The firm has 10 offices and 65 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Smith, Moore & Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith, Moore & Co Brokerage Details
$1,705,976,563
65
4,988
$342,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Allen Work History
Smith, Moore & Co
Azura Credit Union
Allstate Insurance Company
Keller Williams One Legacy Partners, LLC
Slumberland Furniture
Edward Jones Investments
Chick-Fil-A
Potter'S Hand Christian School
Disclosures
Please visit the SEC profile of Daniel Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
