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 operating in Topeka, Kansas who has 1 year of relevant experience. Allen works at Smith, Moore & Co. Their career trajectory has included roles at Edward Jones and Smith, Moore & Co. Allen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Kansas and Texas. Smith, Moore & Co is a company that has its headquarters in Saint Louis, MO. It has offices in 10 locations and a total of 55 financial advisors. It administers $2 billion in assets between its 4,657 accounts, placing it among the largest firms in the United States by assets under management. The firm advises nine charities and foundations. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees vary depending on which service is provided. However, fees billed by Smith, Moore & Co likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$1,451,104,109

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

55

KS Average: 458
Total Number of Accounts

4,657

KS Average: 33,415
Average Account Size

$311,596

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

Thaddaeus has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Smith, Moore & Co

2009 - 2022 (13 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Kyle Shaw
Saint Louis, MO
Christina Hake
Jefferson City, MO
Todd Barnthouse
Brandon, MS
Donna Zoeller
Saint Louis, MO
Cory Downer
Saint Louis, MO
Ian Rothbarth
Saint Louis, MO
Danny Moore
Brandon, MS
Lauren Hemmen
Effingham, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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