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.
Farther is the intelligent wealth management firm, combining powerful technology with premier advisors to accelerate financial freedom. The fastest-growing financial services firm in the country, Farther is home to top advisors and high-net-worth clients. For more information, visit farther.com.
General Information |
| Firm Start Year: | 2019 | |
| No. of Employees: | 100-499 | |
| Name of Custodial Firm: | Schwab, Fidelity, Pershing |
| States Licensed in: | Kansas, Missouri |
| 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 |
Services |
| Investment Types: | Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Video Conference |
Qualifications & Memberships |
| 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 |
FAQs |
Do you have a customer satisfaction or refund policy?Refunds are not available for investment management fees once services have been rendered. However, if there is an error on our part in fee calculation, we will correct and refund the discrepancy. |
Why should I choose you as my financial advisor?My duty is to help you find solutions to your financial concerns. You should choose me if you desire to work with someone who believes in trust, integrity, and helping you figure things out. After years of experience, I do my best to keep things simple. |
What is your experience? How many clients do you currently manage?25+ years of experience in comprehensive wealth management. |
What financial institution(s) do you represent?I have been an independent financial advisor for 25 years. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
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. |
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
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Sat. | 9:00 AM - 2:00 PM |
| Wichita, KS and surrounding areas, Kansas, Missouri, Midwest |
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