Brian Allen

"Tomorrow is already here today. My focus is to help you make the decisions that will help guide your financial future."


Contact Info

MaxFacts

  • Specialties: Financial planning for medical professionals, work place retirement plans.
  • Licenses: Series 6, 7, 63, 66 through LPL Financial. Michigan Life, Health, and Accident Insurance licenses

About Brian

By thoroughly understanding my clients’ goals, I create outcome-focused plans to help see them clear to work toward a better tomorrow. My primary concern lies in taking the stress out of investing and planning while creating positive outcomes. I’m always making sure to stay ahead of foreseeable changes in the markets that effect my clients.

I bring new perspectives to the MaxWealth investment group with my background in bank management. I am intimately familiar with the many emotional aspects families face as they move through life. I take a holistic approach toward helping members like you. We’ll review debt, cash flow management, specific family goals, and long-term aspirations. I work extensively with clients at all income levels and enjoy helping members at every station in life.

I relish seeing confidence in my clients as they work toward accomplishing their goals and live the lives they desire.

I was once an Air Force aircraft mechanic and still have an active passion for aviation. I enjoy volunteer service with Wings of Mercy, providing transportation to distant medical facilities for patients who cannot afford to fly.

I grew up in Mendon, MI, a small town in the southern part of the state. I currently live in Jenison, MI.


Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliaties. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

  • 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