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Bruce A

Series 63, Series 65

Denver, CO

Bruce G. Allen Investments, LLC

Bruce Allen is a financial advisor with Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63 and Series 65 designations and over 40 years of industry experience. He previously worked at Nations Financial Group Inc. and M.S. Howells & Co. Allen regularly appears as a guest for market commentary on various Denver television stations. Bruce G. Allen Investments, LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, family foundations, trusts, and employer retirement plans. The firm manages approximately $255 million in client assets and constructs diversified portfolios using equities, bonds, mutual funds, and ETFs, applying Modern Portfolio Theory and asset-allocation principles with regular portfolio reviews.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner
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Anne S

Series 63, Series 65

Denver, CO

Bruce G. Allen Investments, LLC

Anne Sechler is a financial advisor at Bruce G. Allen Investments, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bruce G. Allen Investments since 2017, concurrently serving at M.S. Howells & Co. since the same year. Prior to that, she spent seven years at Nations Financial Group, Inc. Bruce G. Allen Investments provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, foundations, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and Modern Portfolio Theory, using a range of securities and incorporates ESG holdings upon client request, supported by third-party risk and reporting tools.

ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner
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