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Allen F
Series 63, Series 65
Wichita, KS
Titleist Asset Management, LLC
Allen Frederick is a financial advisor with Titleist Asset Management, LLC in Wichita, Kansas, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at several firms such as Grove Wealth Advisors, Farther Finance Advisors, Capital Management Services, and Wilshire-Pennington Group. He has also taken time away from the industry for family caregiving. Titleist Asset Management provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, estates, and business entities. The firm employs a Rules Based Investing Total Return System with customized portfolios and offers an integrated range of services including brokerage, insurance, tax, and accounting through affiliated providers.
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