Qualifications

Bruce’s Qualifications

Bruce’s experience coupled with his genuine compassion for others provide him a unique set of qualifications for working in the financial planning sector.

Bruce refers to himself as a financial advocate and has a long list of experiences and expertise to back that up.

Bruce is an independent Investment Advisor Representative (“IAR”) and as such, is required to act as a fiduciary in managing his client’s assets.  As an IAR he is required to act in his client’s best interests. Not all financial professionals are required to adhere to this fiduciary standard, but Bruce as an IAR to Bruce G. Allen Investments LLC, will always adhere to this fiduciary standard.

Bruce came to Colorado in the 1980s and graduated from Colorado College in 1985 with a bachelor’s degree in history. He first thought he wanted to use his passion for advocacy as a prosecutor but shifted gears and set out to help people comprehend and benefit from the world of finance. In 2002, he earned his Certified Investment Management Analyst℠ (CIMA®) designation which recognizes high standards and expertise in financial consulting. The CIMA® designation represents the highest level of credibility, integrity, and—most importantly—knowledge.

In September 2004, Bruce founded Bruce G. Allen Investments, LLC, after working with RBC Dain Rauscher in Boulder.

Bruce is humbled to have served hundreds of clients who needed help defining a clear financial strategy that would meet the goals they set for themselves and their families.

Bruce also works with foundations and endowments to help them manage their assets. And in recent years, Bruce has provided his expertise to women-owned business leaders, clients who want to learn about socially responsible investing and those who are preparing to claim their Social Security benefits in order to maximize their retirement income.

Bruce shares his keen insight into the financial markets and trends with the larger Colorado Community as well. He is frequently heard on 850 KOA Radio and appears on local televisions stations, including 9News/KUSA-TV for his featured “Money Monday” segments (add link to that page). Bruce also offers his expertise on national media outlets, including Bloomberg News and Bloomberg Radio.

“I look forward to every single day, offering avenues and strategies that match with my clients’ visions for their financial future,” Bruce says. “I am also grateful for the opportunities to break down a financial story on a media platform so that it resonates with more people. I speak to people like we were having a cup of coffee together and don’t overcomplicate how market swings and trends may or may not affect them.”

 

Bruce also works with foundations and endowments to help them manage their assets. And in recent years, Bruce has provided his expertise to women-owned business leaders, clients who want to learn about socially responsible investing and those who are preparing to claim their Social Security benefits in order to maximize their retirement income.

Bruce shares his keen insight into the financial markets and trends with the larger Colorado Community as well. He is frequently heard on 850 KOA Radio and appears on local televisions stations, including 9News/KUSA-TV for his featured “Money Monday” segments (add link to that page). Bruce also offers his expertise on national media outlets, including Bloomberg News and Bloomberg Radio.

“I look forward to every single day, offering avenues and strategies that match with my clients’ visions for their financial future,” Bruce says. “I am also grateful for the opportunities to break down a financial story on a media platform so that it resonates with more people. I speak to people like we were having a cup of coffee together and don’t overcomplicate how market swings and trends may or may not affect them.”

 

Bruce invites his prospective clients to his office for an initial, complimentary consultation.

Our Values

Bruce Live on On-Demand Videos 9news.com | March 4, 2021

9News.com segment with Bruce Allen talking about increased savings during the pandemic.

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Bruce Live on On-Demand Videos 9news.com | February 18, 2021

9News.com Money Monday segment with Bruce Allen talking about interest rates and where they are heading in …

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Bruce Live on On-Demand Videos 9news.com | February 4, 2021

9News.com segment with Bruce Allen discussing the new administration, unemployment, and the economy

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Bruce Live on On-Demand Videos 9news.com | January 28, 2021

9News.com segment with Bruce Allen discussing the soaring GameStop stock price

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Bruce Live on On-Demand Videos 9news.com | January 21, 2021

9News.com Money Monday segment with Bruce Allen tasing about the stock market seeing big gains between …

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Bruce Live on On-Demand Videos 9news.com | November 19, 2020

9News.com Money Monday segment with Bruce Allen talking about what the economy is like after the election …

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Bruce is registered as a General Securities Principal and a Registered Representative with M.S. Howells & Co., member FINRA, SIPC. Advisory services offered through Bruce G. Allen Investments, LLC, a Registered Investment Advisor. Bruce is an Investment Advisor Representative with Bruce G. Allen Investments, LLC. M.S. Howells & Co. and Bruce G. Allen Investments, LLC, are not affiliated.

Investment Management Consultants Association is the owner of the certification mark ”CIMA®,” the service marks “Certified Investment Management Analyst℠,” “Investment Management Consultants Association℠,” and “IMCA℠.” Use of CIMA® or Certified Investment Management Analyst℠ signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Socially Responsible Investing

“I am grateful to help my clients connect with like-minded companies and unleash the power of capital for good.”

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Bruce is ready to listen & work with you to plan your next steps towards financial success.

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Contact Us

370 17th Street Suite 3580
Denver, CO 80202

Bruce G. Allen Investments is located in Denver’s Republic Plaza building at 370 17th Street.  We are located in Suite 3580.

There is metered street parking and public parking areas & garages surrounding Republic Plaza. 

Once you are inside the main lobby of our building, select an elevator that will take you to the 35th floor. We are located in Suite 3580. 

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