Brian Allen

"I take great joy in seeing the confidence a solid plan brings out in my clients, helping them in accomplishing their goals and enjoy life with their families."


Contact Info

Brian Allen

About Brian Allen

Brian lives in Jenison, Michigan and works from LMCU’s Knapp Corner branch. He earned his Bachelor of Science degree in business administration from Ferris State University and holds Series 6, 7, 63 and 66 registrations held through LPL Financial, as well as Michigan life, health, and accident insurance licenses. Brian strives to understand his clients’ goals to create outcome-focused plans and focuses on staying ahead of market changes and their impacts. Brian was once an Air Force aircraft mechanic and has an active passion for aviation. He enjoys volunteer service with Wings of Mercy, providing transportation to distant medical facilities for patients who cannot afford to fly.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan