Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
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, Colorado. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Prior to founding his firm in 2017, he worked at Nations Financial Group Inc. and Cascade Financial Management. Outside of advising, Allen has been involved in wholesale business ownership and participates regularly as a guest providing market commentary on local Denver news channels. Bruce G. Allen Investments, LLC serves individuals, family foundations, trusts, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes asset allocation informed by Modern Portfolio Theory and incorporates a variety of securities, including equities, bonds, mutual funds, ETFs, and ESG options, with accounts reviewed and rebalanced quarterly.
Glenn V
Series 63, Series 65, Series 66
Denver, CO
Bruce G. Allen Investments, LLC
Glenn Vanecek is a financial advisor at Bruce G. Allen Investments, LLC in Denver, CO, holding Series 63, 65, and 66 designations with 14 years of industry experience. His prior roles include positions at GWFS Equities, Fidelity Brokerage Services, and J.P. Morgan Institutional Investments. Bruce G. Allen Investments, LLC serves individuals, family foundations, trusts, corporations, and retirement plans, providing discretionary investment management, financial planning, and consulting services. The firm emphasizes asset allocation and Modern Portfolio Theory in portfolio construction, with regular account reviews and rebalancing, and utilizes third-party technology for risk profiling and comprehensive reporting.
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 previously worked at M.S. Howells & Co., Nations Financial Group, Inc., Morgan Stanley, and Citigroup Global Markets. Bruce G. Allen Investments, LLC advises individuals, family foundations, trusts, corporations, and retirement plans, providing discretionary investment management, financial planning, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation using Modern Portfolio Theory, incorporates ESG selections when appropriate, and supplements its advice with third-party technology for risk profiling and planning.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters