Brian Allen has been Founder and Chairman of Pension Consultants since July 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Pension Consultants Inc is a Springfield, MO firm with $5.42B under management, 88 clients and 6 advisers across 3 offices, as of its October 2026 filing.
- Pension Consultants IncCurrent– present · 21 yearsSpringfield, MO · Adviser representative · Firm CRD 113914
Investment adviser representative registrations
Brian Allen is registered as an investment adviser representative in Missouri, since June 2005.
- MissouriSince 29 June 2005
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 5 January 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 February 1990 |
| Series 7 | General Securities Representative Examination | 20 January 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian David Allen
- CRD
- 2020476
- Firm
- Pension Consultants · CRD 113914
- Role
- Founder and Chairman
- Office
- 300 SOUTH CAMPBELL AVE., Springfield, MO 65806
- Registration
- Investment adviser registration
- In the industry since
- January 1990
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Allen work?
Brian Allen has been Founder and Chairman of Pension Consultants Inc since July 2025, and is a control person of the firm.
Is Brian Allen a financial advisor?
Yes. Brian Allen has a current investment-adviser registration in Missouri, through Pension Consultants since April 2005.
How many years of experience does Brian Allen have?
Brian Allen has 36 years in the financial industry, since January 1990, across 1 adviser firm.
What exams has Brian Allen passed?
Brian Allen has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in January 1990. FINRA credited Brian Allen with the SIE, which began in October 2018.
Where is Brian Allen based?
Brian Allen’s registered office is in Springfield, MO.
Is Brian Allen registered with FINRA?
No. Brian Allen has no current broker registration.
How can I verify Brian Allen’s record?
Search CRD 2020476 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Allen’s full registration record.