2 weeks ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2014
- 952.358.3400
-
333 South 7th St.
Suite 2900
Minneapolis, MN 55402
Allen Weisz, CGMA, CPA
Senior Financial Advisor,
Relationship Manager
- St. Paul, MN
- Walden | To Catch a Thief
- My son Matthew, my wife Cindy, and my cousin Todd
- Honesty, perseverance, and enthusiasm
Financial Advisors
Allen is a retirement plan advisor based out of Minneapolis, MN.
Allen joined CAPTRUST in 2014 as a financial advisor, relationship manager with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to the merger, Allen served as chief operating officer with DCAdvisors, and has worked in the industry since 1989.
Education
- Bachelor’s degree in accounting from the University of St. Thomas
Industry Designations
- Certified Global Management Accountant
- Certified Public Accountant
Awards & Recognition
- Barron’s Top 50 Institutional Consultants | 2019 and 2020 (Team Esch)
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Minneapolis)
Memberships
- Member, American Institute of Certified Public Accountants
- Member, Minnesota Society of CPAs, Pension Oversight Committee
- Vice Chair, Minneapolis Pension Council
News & Resources
Resources
Resources
4 weeks ago
America Has Voted
It’s early the morning of November 4, the day after...
Announcements
8 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
Resources
8 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
