Paladin Research Report For:
Allen L. Frederick
Farther Finance Advisors, LLC
About Allen L. Frederick
Hi, I'm Allen----for over twenty-five years I've helped individuals and families in the Midwest make confident wealth management decisions during some of life's biggest transitions.
I believe meaningful advice begins with trust, built through listening, consistency, and care----values instilled early on while growing up on my family's dairy farm in the small community of Bible Grove, Missouri.
Outside of work, I enjoy time with Karen, and our teenage daughter, True. Spending time with family and friends is especially important to us. Whether cheering on college sports or lending a helping hand in my community, I try to lead with the same sense of purpose that defines my work.
If you're preparing for retirement, navigating life after divorce, or managing a windfall after an inheritance----you deserve a partner who can help you move forward with clarity and trust. Making things as simple as possible is important.
Who I work with:
- Retirees and pre-retirees (50+) who want to turn their savings into lifelong income.
- Divorced or surviving spouses facing and embracing new lifestyle and financial responsibilities.
- Doctors and chiropractors with growing practices.
- Real estate investors, agents, and auctioneers that need help with facilitating 1031 exchange solutions.
- Nonprofit and endowments that are looking for help with managing assets, education, and guidance.
What I bring:
- Down-to-earth, no-fluff conversations.
- Personalized financial roadmaps.
- Institutional quality investment management strategies utilizing cutting edge technology.
- Tax-smart retirement & income planning.
- Legacy & estate planning collaboration.
- Institutional level team and resources for nonprofits and endowments.
While I'm your lead advisor, I'm supported by a well-equipped staff.
I'm part of the Corderman, Kohrmann Team at Farther --- which means clients have access to a deep bench of professionals including CFPs, CFAs, an Institutional nonprofit/endowment team, and a dedicated trust & estate planning team.
We also collaborate with Farther's broader national advisor team to bring in the right specialists if you have a unique situation.
I'm based in the Midwest and work in-person, or virtually, with clients across Kansas, as well as with clients in Missouri and surrounding areas.
General Information
Firm Start Year
- 2019
No. of Employees
- 100-499
CRD#
- 2781863
Firm CRD#
- 302050
Name of Custodial Firm
- Schwab, Fidelity, Pershing
States Licensed in
- Kansas, Missouri
Years of Experience in Financial Services
- 25
Number of Years with Current Firm
- 1
Work Experience
- 25+ Years of comprehensive wealth management. My duty is to help you find solutions to your financial concerns.
Work with the following types of clients
- Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
- Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Securities Licenses
- Series 63, Series 65
Insurance and Annuity Licenses
- Accident, Life, Health, Annuity, Long Term Care
Firm Information
Assets Managed by Firm
- $13 Billion +
Compensation and Fees
Fee Structure
- Fee-Based
Minimum Portfolio Size for New Managed Accounts
- $100,000
Compensation Methods
- Based on Assets, Hourly, Flat Fee, Commissions
Additional Details on Charges
- We will always be transparent and disclose any compensation accordingly.
Farther Finance, LLC charges a investment management fee based on your assets under management. Fees are negotiable and start at 1% and decrease as the assets under management increase based on the set fee schedule.
At times we may use the necessary insurance products to provide coverage/solutions for planning. These products may have commissions/fees involved.
Hourly and Flat fee arrangements can be discussed when necessary.
Education
- - Pre-Engineering
Truman State University
1987 -1988
- - Pre-Engineering, Business
University of Central Missouri
1988 -1994
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893303/paladinregistry-Farther-Finance-Advisors,-LLC-detailed-disclosure.html
Disclaimer
Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.
Paladin Advisors