Greg W. Allen

Greg W. Allen Email and Phone Number

Founding Partner and Wealth Manager @ Wealth Haus
Greenwood, IN, US
Greg W. Allen's Location
Greenwood, Indiana, United States, United States
About Greg W. Allen

Our boutique firm serves a select group of clients, allowing us to provide highly personal and attentive service. We’ve aligned our practice with LPL Financial, a Fortune 500 company that offers valuable resources to cultivate a sophisticated planning experience. Through this partnership, we provide industry-leading solutions and technology while maintaining an intimate, service-oriented relationship with our clients.

Greg W. Allen's Current Company Details
Wealth Haus

Wealth Haus

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Founding Partner and Wealth Manager
Greenwood, IN, US
Website:
wealth-haus.com
Employees:
6
Greg W. Allen Work Experience Details
  • Wealth Haus
    Founding Partner And Wealth Manager
    Wealth Haus
    Greenwood, In, Us
  • Wealth Haus
    Founding Partner & Wealth Manager
    Wealth Haus Dec 2024 - Present
    At Wealth Haus, we are committed to providing a boutique, holistic wealth-building experience. Our approach features personally tailored financial architecture, bespoke client care, cutting-edge strategy, and unprecedented investment opportunities. We are passionately devoted to educating and informing our clients, allowing them to take the lead in crafting their financial blueprint.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Wealth Haus is not an affiliate company of LPL Financial.
  • Greg Allen Wealth
    Founding Partner & Wealth Advisor
    Greg Allen Wealth Dec 2022 - Dec 2024
    (Formerly Greg Allen Wealth) Independent Wealth Advisor with LPL. I help high-net-worth individuals (HNWIs) and families manage their financial wealth. I love to work with clients to develop investment strategies, plan for retirement and create wealth-building plans.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Greg Allen Wealth is not an affiliate company of LPL Financial.For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​
  • Edward Jones
    Financial Advisor
    Edward Jones Apr 2019 - Dec 2022
    St. Louis, Mo, Us
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2015 - Mar 2019
    New York, Ny, Us
    © 2016 Morgan Stanley Smith Barney LLC (“MSSB”), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSBwill not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. Statements and messages for US residents only and subject to the followingterms: http://www.morganstanley.com/disclaimers/mswm-email.html

Greg W. Allen Education Details

  • Indiana University Bloomington
    Indiana University Bloomington

Frequently Asked Questions about Greg W. Allen

What company does Greg W. Allen work for?

Greg W. Allen works for Wealth Haus

What is Greg W. Allen's role at the current company?

Greg W. Allen's current role is Founding Partner and Wealth Manager.

What schools did Greg W. Allen attend?

Greg W. Allen attended Indiana University Bloomington.

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