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Benjamin D Allen

Advisory Alpha, LLC

Holland, MI

Holland, MI

CRD 7167628

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Employer firm

Advisory Alpha, LLC CRD 158282

$4.37B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Alpha, Llc

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-10-03
  • MI RA
    APPROVED
    Since 2022-10-03

Branch Locations

348 S Waverly Rd Suite 100, Holland, MI 49423 • United States

348 S Waverly Rd Suite 250, Holland, MI 49423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advisory Alpha, Llc Holland MI 07/2019 Present
United States Air Force Dyess Afb TX 05/1999 06/2019
  • 07/2019 → Present
    Holland, MI
  • 05/1999 → 06/2019
    United States Air Force
    Dyess Afb, TX
Other Businesses

(1) Schipper and Osterink; Investment-Related; 348 S. Waverly Rd, Suite 100, Holland, MI 49423; Insurance and Financial Services; Client Service Specialist; 07/2019; Approx. 160 hours/month; Approx. 160 hours/month during trading hours; Provide financial management, consulting, and insurance services to clients.

Designations
  • Certified Financial Planner

View on SEC IAPD

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