Andrew Allen has been an investment adviser representative at Instrumental Wealth since October 2020, and is not listed among the firm’s executive officers or direct owners. Andrew Allen holds an International Finance degree from the University of South Florida.
Instrumental Wealth, LLC is a Tampa, FL firm with $508M under management, 573 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Drew Allen is Senior Wealth Advisor at Instrumental Wealth, LLC, based in Tampa, FL. He has been in the financial services industry since 2004, serving clients in personal financial planning, business planning, charitable giving and family legacy planning. He works with clients around the country.
- Instrumental Wealth, LLCCurrent– present · 6 yearsTampa, FL · Adviser representative · Firm CRD 310788
Professional designations
Listed by Instrumental Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional (RICP®)
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
Andrew Allen is registered as an investment adviser representative in 2 states. Each was approved in October 2020.
- FloridaSince 14 October 2020
- TexasSince 8 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 June 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Andrew Gene Allen
- CRD
- 5155079
- Firm
- Instrumental Wealth · CRD 310788
- Office
- 1 N DALE MABRY HWY., STE #1000, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- instrumentalwealth.com
Where does Andrew Allen work?
Andrew Allen is an investment adviser representative registered through Instrumental Wealth, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Allen a financial advisor?
Yes. Andrew Allen has a current investment-adviser registration in Florida and Texas, through Instrumental Wealth since October 2020.
How many years of experience does Andrew Allen have?
Andrew Allen has 18 years in the financial industry, since May 2008, across 1 adviser firm.
What exams has Andrew Allen passed?
Andrew Allen has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in July 2006. FINRA credited Andrew Allen with the SIE, which began in October 2018.
Where is Andrew Allen based?
Andrew Allen’s registered office is in Tampa, FL.
Is Andrew Allen registered with FINRA?
No. Andrew Allen has no current broker registration.
Is Andrew Allen a CFP?
Instrumental Wealth lists Andrew Allen with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andrew Allen’s record?
Search CRD 5155079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Allen’s full registration record.
