Mark Allen
American Express Financial Advisors
Grand Island, Nebraska
308-384-7974
Age: 26
Education: B.S., business administration, Doane College (Nebraska); M.S., financial planning, Texas Tech University, 2002
Joined firm: October 2002
Number of employees at the firm: 2 advisors, 5 support staff members
Number of clients of the firm: 800, of which 65-70 are Allen's alone
Client demographics: Nebraskans, primarily from Grand Island area, with average age of 55 and about $100,000 under the firm's management.
Compensation method: Mostly fee-based, some commissions
Professional designations: CFP
Outside interests: Hunting
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