Thaddaeus
Allen

Smith, Moore & Co

CRD#5644772
Investment Advisor
in Topeka, KS

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About this Advisor

Thaddaeus Allen is a financial advisor based in Topeka, Kansas, working with Smith, Moore & Co. Thaddaeus has previously held positions at Edward Jones and Smith, Moore & Co. Thaddaeus has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Texas. Currently, Thaddaeus 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3024 Sw Wanamaker Rd., Suite 311
Topeka, KS 66614

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Smith, Moore & Co Brokerage Details

Total Assets Under Management

$1,705,976,563

KS Average: $11,469,110,461
Total Number of Employees

65

KS Average: 458
Total Number of Accounts

4,988

KS Average: 33,415
Average Account Size

$342,016

KS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Thaddaeus Allen Work History

2022 - Present (3 years)

Smith, Moore & Co

2009 - 2022 (13 years)

Edward Jones

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thaddaeus Allen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smith Moore & Co

Hope Gerdes
Jefferson City, MO
Kyle Shaw
Saint Louis, MO
Ian Rothbarth
Saint Louis, MO
Jaret Perryman
Saint Louis, MO
Austin Alejos
Overland Park, KS
Stefanie Kluba
Chesterfield, MO
Roger Koch
Saint Louis, MO
Christina Hake
Jefferson City, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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