Financial Advisor Allan Crumes

Allan Crumes - CPA CFP®

Less Stress More Enjoyment

Independent Financial Advisor

About Allan



My Profile

Allan Crumes is a Certified Financial Planner – CFP® with Money Concepts in Louisville, Kentucky, and he has been working in the financial industry since 1978. This broad base of real world business experience, coupled with a strong background in finance and accounting, is what differentiates Allan from many other investment professionals. Allan works primarily with clients who are retired or considering retirement. He helps ensure that his clients understand the complex income and estate tax laws regarding retirement distributions. Allan provides an ongoing relationship as a wealth mentor, their own personal CFO, who will provide guidance, coordination and oversight on an on-going basis.

My History

After graduating in 1974 from Seneca High School, he completed his Bachelor of Science in Commerce Degree with a major in Accounting from the University of Louisville in 1978. Allan’s many years of financial experience includes ten years of public accounting experience with both national and large local firms, where he focused on working one-on-one with closely held businesses and their owners. In addition, he has more than six years of experience as a Controller with two large multi-state privately owned firms with revenues exceeding $16 million dollars annually.

In 1997 Allan joined Equity Resources to focus his efforts full time in the field of Financial Planning and Investment Management. Allan works primarily with individuals who are retired or considering retirement. He enjoys meeting and getting to know his prospective clients to learn not only about their fears and concerns, but also about their goals and dreams for the future. As a CPA, he helps his clients understand that taxes are a significant cost that must be managed. He has seen what works, but more importantly knows why it works, which is the critical difference between Allan and many other advisors.

Allan is unique in his total commitment to servicing his clients and their family. With the help of his professional team, Allan meets with and regularly communicates with his entire clientele. Today, Allan partners with Money Concepts Capital Corp. as his broker dealer as he continues to serve families by helping them achieve their financial goals.

Achievements

Allan presents financial seminars and workshops to clients, area businesses and CPAs. He has written articles for Business First and other publications. He is a member of the Kentucky Society and American Institute of CPAs. 

Licenses and Certifications

  • Series 7 - Full Registration/General Securities Representative
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Securities Licensed in AZ, FL, IN, KY, MI, VA, TN, UT, PA
  • Variable Life & Variable Annuities licensed in the states of AZ, IN, KY, MI, VA, TN
  • Certified Public Accountant – CPA
  • Certified Financial Planner – CFP ®

Interests and Activities

Allan has served as Treasurer of his neighborhood community association for many years. He is also “Big” to a “Little” brother in the Big Brothers Big Sisters organization. Allan is an avid but average golfer, and he enjoys playing in his spare time. Allan has been married to his wife, Therese, since 1978, and the two have two children and three grandchildren.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Allan Crumes is an independent contractor of Money Concepts
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