Blake Prentiss Allen
President bij Pinion Investment Advisors LLC
Profiel
Mr. Blake P.
Allen is a President at Pinion Investment Advisors LLC.
He directs Pinion Wealth division, consulting with high net-worth individuals and business owners.
He learns each business owners' objectives and risk/reward philosophy, and suggests investment scenarios designed to boost their assets and resources.
Mr. Allen is an accountant skilled in income and estate tax planning, entity design, and transactional planning.
With a big picture perspective, he listens attentively to discover a person’s financial and emotional drivers.
He considers many variables and recommends specific, tailored investment vehicles such as mutual funds, stocks, bonds, insurance, among others so business owners can pursue a more financially sound future.
He is a graduate of Fort Hays State University with a Bachelor of Business Administration in both finance and accounting, with an emphasis in personal financial planning.
He holds FINRA Series 7, 24, 53 and 63 licenses, is a licensed life insurance agent, and maintains the Certified Financial Planner professional designation, which he earned in 2005.
Actieve functies van Blake Prentiss Allen
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Pinion Investment Advisors LLC
Pinion Investment Advisors LLC Investment ManagersFinance Pinion Investment Advisors LLC, do-business-as Pinion Wealth Management (PWM), is a SEC-registered investment advisor headquartered in Wichita, Kansas. Formerly known as KC Investment Advisors LLC, the firm is a subsidiary of Pinion Wealth Management LLC, ultimately held by Pinion Global LLC, a certified public accounting firm. PWM provides investment advisory services to individuals (including high-net worth individuals); pension and profit sharing plans; trusts, estates, or charitable organizations; and corporations or business entities. | President | - |
Opleiding van Blake Prentiss Allen
Fort Hays State University | Undergraduate Degree |
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Pinion Investment Advisors LLC
Pinion Investment Advisors LLC Investment ManagersFinance Pinion Investment Advisors LLC, do-business-as Pinion Wealth Management (PWM), is a SEC-registered investment advisor headquartered in Wichita, Kansas. Formerly known as KC Investment Advisors LLC, the firm is a subsidiary of Pinion Wealth Management LLC, ultimately held by Pinion Global LLC, a certified public accounting firm. PWM provides investment advisory services to individuals (including high-net worth individuals); pension and profit sharing plans; trusts, estates, or charitable organizations; and corporations or business entities. | Finance |