Andrew Gene Allen
Investment Adviser Representative at Instrumental Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Gene Allen is an investment adviser representative with Instrumental Wealth, LLC in Tampa, FL, where they have been registered since 2020. They have worked in the securities industry since 2008 and have been registered with 3 firms, including Northwestern Mutual Investment Services, LLC and Wells Fargo Advisors, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Northwestern Mutual LIFE Insurance CompanyJul 2013 – Oct 2020Milwaukee, WI
- Northwestern Mutual Investment Services, LLCJul 2013 – Oct 2020Tampa, FL
- University Consultants OF AmericaApr 2015 – no end date reportedTampa, FL
- Northwestern Mutual Wealth Management CompanyMar 2016 – Oct 2020Milwaukee, WI
- Instrumental Wealth, LLCOct 2020 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Instrumental Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Tampa, FL
- SEC file number:
- 801-119577
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 28, 2026
View full firm profileOther advisors at Instrumental Wealth, LLC
4 other advisors in the directory
Similar advisors in Tampa, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Gene Allen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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