LPL Financial
19yrs
More experience than 58% of advisors nationwide
12yrs
Allen Dable
Financial advisor at Osaic Wealth
Allen Dable is a fiduciary financial advisor in Johnson Creek, Wisconsin, with 12 years in the industry. After a year at Securities America Advisors and four years at J.P. Morgan Securities, Allen joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Johnson Creek, and one of 3 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office475 Hartwig Blvd Suite 200, Johnson Creek, WI 53038
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- Jun 2023 – Jun 2024Securities America Advisors, Inc.Previously
- 2019 – 2023J.P. Morgan Securities LLCPreviously
- Jul 2019 – Sep 2019Pruco Securities, LLC.Previously
- Feb 2019 – May 2019Capital Financial Services, Inc.Previously
- Sep 2018 – Feb 2019J.P. Morgan Securities LLCPreviously
- May 2017 – Aug 2018Thrivent Investment Management Inc.Previously
Contact Allen
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Allen. 475 Hartwig Blvd Suite 200Johnson Creek, WI 53038Office · Get directions
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Questions to ask Allen
Tailored to Allen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Allen
How do I contact Allen?
Call Osaic Wealth at (800) 821-5100 and ask for Allen Dable. Allen works from the Johnson Creek, WI office.
How long has Allen been a financial advisor?
Allen has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Allen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Allen a fiduciary?
Allen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Allen paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Allen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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