Mark Allen

American Express Financial Advisors

Grand Island, Nebraska

308-384-7974

mark.j.allen@aexp.com

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