Don Allenbrand

Investment Advisor at First Allied Securities, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • Certified Wealth Strategist® (CWS®)
    Cannon Financial Institute
    Jun, 2008
    - Nov, 2024
  • Registered Financial Consultant® (RFC®)
    International Association of Registered Financial Consultants
    Nov, 1995
    - Nov, 2024
  • Certified Public Accountant
    State of Missouri
    Feb, 1977
    - Nov, 2024

Experience

    • Financial Services
    • 100 - 200 Employee
    • Investment Advisor
      • May 2008 - Present

      Securities offered Through First Allied Securities, Inc., A Registered Broker/Dealer, Member: FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc., A Registered Investment Advisor All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

  • Wealth Enhancement Group, Inc.
    • Kansas City, Missouri Area
    • Founder/President
      • Apr 1992 - Present

      Wealth Enhancement Group is an independent wealth management firm specializing in portfolio management. We employ a Proactive Asset Management strategy rather than the typical buy and hold approach. Wealth Enhancement Group is an independent wealth management firm specializing in portfolio management. We employ a Proactive Asset Management strategy rather than the typical buy and hold approach.

    • Financial Advisor
      • Apr 1992 - May 2008

    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor
      • Jan 1991 - May 1992

    • Investment Advisor
      • Jan 1991 - May 1992

  • Linsco/Private Ledger Corp.
    • Kansas City, Missouri Area
    • Investment Advisor
      • Aug 1989 - Dec 1990

  • Donald D Allenbrand, CPA, PC
    • Kansas City, Missouri Area
    • President, CEO
      • Dec 1979 - Aug 1989

    • Accounting
    • 1 - 100 Employee
    • Senior Auditor
      • Dec 1973 - Dec 1979

    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Sergeant-ARDF Communications Specialist
      • Mar 1967 - Dec 1970

Education

  • Cannon Financial Institute - Georgia Tech
    Certified Wealth Strategist®, Certified Wealth Strategist® (CWS®) Certification Courses
    2008 - 2008
  • Cannon Financial Institute - Duke University
    Certified Wealth Strategist®, Certified Wealth Strategist® (CWS®) Certification Courses
    2007 - 2007
  • Northwest Missouri State University
    Bachelor of Science (BS), Accounting
    1970 - 1973
  • Cannon Financial
  • Cannon Financial

Community

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