Allen & Company is Florida's oldest investment management and financial planning firm, headquartered on South Florida Avenue in Lakeland, Florida with an additional Polk County office in Winter Haven. Founded in Lakeland in 1932 and featuring a deep bench of Certified Financial Planner™ and Chartered Financial Analyst® professionals—including Senior Vice Presidents Kurt F. Elmhorst, MBA, CFP® and Eric Greenhow, MBA, CFP®, CFA®, and Managing Director Isaac B. Hartmann, CFP®, CFA®, CKA®—the firm provides fiduciary retirement income planning, customized portfolio management, and legacy coordination to Polk County retirees through LPL Financial.
Official Verification Sources: FINRA BrokerCheck Profile (Kurt Franz Elmhorst, CFP®); FINRA BrokerCheck Profile (Eric Greenhow, CFP®, CFA®); FINRA BrokerCheck Profile (Isaac Burke Hartmann, CFP®, CFA®); Allen & Company Official Website
Issuer: SEC / FINRA (LPL Financial LLC)
Notes: SEC File #801-10970; founded in Lakeland in 1932 (historically Allen & Company of Florida, LLC, CRD #25), offering fiduciary advisory and brokerage services through LPL Financial LLC.
Issuer: CFP Board / CFA Institute / FINRA
Notes: Senior Polk County advisory leadership includes Senior Vice President Kurt Franz Elmhorst, MBA, CFP® (CRD #2421373), Senior Vice President Eric Greenhow, MBA, CFP®, CFA® (CRD #4541912), and Managing Director Isaac Burke Hartmann, CFP®, CFA®, CKA® (CRD #4666387).
Factual details and direct answers about Allen & Company's services, licensing, and credentials.
How long has Allen & Company served Lakeland and Polk County retirees?
Founded in Lakeland in 1932, Allen & Company is Florida's oldest financial advisory firm, serving Polk County retirees from its Lakeland headquarters and Winter Haven branch office for more than nine decades.
What professional designations do the senior advisors at Allen & Company hold?
Allen & Company's Polk County advisory team includes multiple Certified Financial Planner™ and Chartered Financial Analyst® professionals, including Kurt F. Elmhorst, MBA, CFP® (CRD #2421373), Eric Greenhow, MBA, CFP®, CFA® (CRD #4541912), and Isaac B. Hartmann, CFP®, CFA®, CKA® (CRD #4666387).
Where are Allen & Company's offices located in Polk County?
Allen & Company's corporate headquarters is located in Historic Dixieland at 1401 South Florida Avenue, Lakeland, Florida 33803, with an additional Winter Haven office at 250 Avenue K SW, Suite 106, Winter Haven, Florida 33880.
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