Kim Allen, LUTCF
Managing Partner (UPA)
Kim G. Allen, LUTCF, is the managing partner of United Professional Advisors, LLC (UPA) and co-founder of United Wealth Advisors Group, LLC (UWAG). Kim has been dedicated to providing advice and strategies to individuals, professionals and business owners to achieve their personal, business and charitable goals since 1987.
Kim earned his Bachelor of Science degree from the University of Albany with a major in Economics. He is a Registered Representative and Investment Advisor Representative with Ameritas Investment Corp., a member of FINRA/SIPC. Kim has spent a majority of his career as a leading representative of Ameritas Investment Corp's owner and affiliates, Ameritas Mutual Holding Company.
Kim is an active member of: National Association of Insurance and Financial Advisors, Association for Advanced Life Underwriting, Million Dollar Round Table, The Rotary Club of America, Make-A-Wish Foundation, Hospice, Samaritan Hospital Foundation, American Cancer Society, and the American Heart Association.
Like all UPA and UWAG colleagues, Kim makes it a point to serve emerging financial service advisors looking for mentorship. He has been an active member and past Chairman of the Ameritas Field Advisory Cabinet, an elected team of advisors that work directly with Ameritas senior executives.
Kim holds the following honors:
- The Ameritas Companies, recognized as one of its top advisors for stellar performance and unparalleled dedication to client service.
- Million Dollar Round Table (MDRT), a lifetime and qualifying member of the "Top of the Table" of the MDRT, the world's most prestigious financial services organization.
- Hall of Fame, 2014, was inducted into the Ameritas Hall of Fame and recognized by his peers for dedicated service and outstanding achievements at Ameritas and for his inspiring contributions to his clients and advancement of the financial services industry.
Kim resides in Watertown, New York with his wife and four children. Kim is an avid hunter and fisherman. Kim also enjoys boating, hiking, golf, basketball, cycling and travelling with his friends and family.