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248.572.4731

Registrations with Broker-Dealer
Persons providing investment advice on behalf of our firm are registered representatives with Mutual Securities Corporation, a registered broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.  

Persons providing investment advice on behalf of our firm are licensed as insurance agents. These persons will earn commission-based compensation for selling insurance products, including insurance products they sell to you. Insurance commissions earned by these persons are separate from our advisory fees. Please see the “Fees and Compensation” section in this brochure for more information on the compensation received by insurance agents who are affiliated with our firm.

ALLEN FINANCIAL MANAGEMENT
1120 S. Lapeer Road, Oxford MI 48371
248.572.4731
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Our Mission is to To provide our customers superior financial planning and investment management services, fostering opportunities for wealth and portfolio growth, while providing potential for social and economic returns for our clients.