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Dustin Allen

Advisor Image
Dustin Allen
Financial Advisor
.
FIC, BFA™
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
About Dustin Allen
About Dustin Allen

Dustin is married to his amazing wife, Emily, and he is a proud father to two sweet little girls. Originally from Oklahoma, he moved to North Texas in early 2017. Dustin and his family love to spend time together riding bikes, fishing at his parent’s lake house, volunteering/serving at their church, and enjoying quiet nights at home. (That last one can be hard to pull off with two littles.)


Dustin has an extensive background in local church ministry and theological studies. He is able to draw on that knowledge to help people pursue biblical stewardship while working to reach their goals. Because of his heart for stewardship and helping people, it was a no-brainer for him to join Thrivent and continue to serve people, steward resources, and help turn dreams into reality.


At Thrivent, he is able to provide personalized financial guidance in all stages of life.


A goal without a plan is just a wish – let’s plan!
A goal without a plan is just a wish – let’s plan!

I’m Dustin Allen, and I am a Financial Advisor with Thrivent. After about a decade serving the local church in various capacities, I was called into a new industry and career with a renewed sense of purpose, dedicating my day-to-day in helping others view stewardship in a different way.


I am at Thrivent because I believe that I can make a real impact in individual's lives through their finances. I know first-hand the feeling of intimidation and confusion that the financial industry can place on people. I’m here to help big, scary dreams turn into steps and plans that become reality.


I proudly work with individuals, families, pastors, churches, small businesses, and non-profits helping each one sow seeds for their respective financial futures.

Additional Staff
Additional Staff

Emily is Dustin's wife, Insurance Associate, and Client Services Administrator. She wears many hats and helps keep Dustin's calendar running smoothly. She is also a work-from-home Mama to their two toddler girls, Nora and Lydia.

She has her B.S. in International Business from Welch College in Nashville and her M.B.A. from Oklahoma City University. She brings to the business a decade's worth of experience supporting executives as an Executive Assistant in OKC, as well as 7+ years of nonprofit leadership experience in Sales and Customer Success here in north Dallas.


She is excited to not only work with Dustin to help add new individuals to the business but also love and care for current clients and their families as well!

MEETING REQUESTS

Due to scheduling demands, Dustin is currently booking all meetings in advance via Calendly.

If you would like to proactively reserve time on his calendar, please access Dustin's Calendly page here: Calendly - Dustin Allen


Connecting with Dustin is easy!

  • Email him: dustin.allen@thrivent.com
  • Text him: 972-737-9835
  • Dive in & schedule a virtual or in-person meeting via Calendly


My qualifications
  • Masters of Biblical Studies, Randall University
  • Bachelors of Biblical Studies, Randall University (Formerly Hillsdale Free Will Baptist College)
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Securities Industry Essentials
My state licenses
  • Arkansas(Insurance Lic. #20648338)
  • California(Insurance Lic. #4328592)
  • Florida
  • Georgia
  • Louisiana
  • Minnesota
  • Oklahoma
  • Tennessee
  • Texas

Insights

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Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers
Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersDo you regularly donate to a local church, nonprofit, or charity? If so, this post is for YOU! . . . . . . . . . Here are some ways to maximize a donor-advised fund 👇 1️⃣ Give appreciated securities → Give shares held for > 1 year in a brokerage account that are in the green to eliminate the capital gains tax liability. 2️⃣ Stop giving money out of pocket → Drain the donor-advised fund on purpose. 3️⃣ Invest the DAF & the difference → Invest the money inside of the Donor-Advised Fund AND invest what would have been given monthly into a taxable brokerage account. 4️⃣ Refill when empty → Give more shares from taxable brokerage account once the DAF is depleted. 5️⃣ Fund it in a high tax year → To offset taxes when selling a business, performing a Roth conversion or during an outlier income year. 6️⃣ Go Big or Go Home → Fund as many years as possible while still maintaining liquidity, because gifts are irrevocable. Disclosures: Thrivent.com/social This post is meant to be educational, not to be a recommendation. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Thrivent Social Media Privacy Policy, Guidelines, Disclosures & Disclaimers
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Office location
Allen Location
900 W Bethany Dr Unit 200
Allen, TX 75013
Phone972-737-9835Hours

M – Th: 8 a.m. – 5 p.m.

Fri - 8 a.m. - 1 p.m.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations