Allen F. Loechner, AAMS®
Senior Market Director
As a Senior Market Director and financial advisor at Seventy2 Capital, Allen is dedicated to helping clients and their families achieve their financial goals with confidence. He provides comprehensive guidance across investment management, compensation consulting, and wealth planning, working closely with each client’s attorney, CPA, and insurance professionals to develop coordinated strategies that align every aspect of their financial lives. His focus is on helping clients preserve, grow, and transfer wealth in a way that benefits both current and future generations.
Prior to joining Seventy2 Capital, Allen founded Optare Financial Partners of Wells Fargo Advisors Financial Network, where he combined his extensive industry expertise with an entrepreneurial vision to build a thriving wealth management practice. Under his leadership, the firm earned recognition as a Forbes Best-In-State Wealth Management Team in both 2025 and 2026. While leading a team of 14 professionals, Allen remained deeply involved in complex planning engagements and directed the practice’s investment and portfolio strategies.
Allen holds the Accredited Asset Management Specialist (AAMS®) designation and is committed to helping clients navigate financial decisions with clarity and confidence. His dedication to delivering exceptional service and personalized advice has earned him recognition as a Forbes Best-In-State Wealth Advisor for seven years(2019-2026), reflecting his longstanding commitment to excellence in wealth management.
Outside of work, Allen and his wife, Rachel, an interior designer, value time with family and friends above all else. Their shared love of entertaining, combined with Rachel’s passion for cooking, has made their home a natural gathering place for those they cherish most. Committed to giving back to the community, Allen volunteers with Big Brothers Big Sisters’ Real Men Read program, reading to second-grade students in underserved school districts. He also serves as Chair of the Concordia Theological Seminary Endowment Investment Committee, helping steward the organization’s long-term financial resources.
Location: Fort Wayne
*2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24-3/31/25 (Source: Forbes.com).2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com). View Full Disclosures.
2026 Forbes Best-In-State Wealth Advisors: Awarded April 2026;Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source:Forbes.com) 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025;Data compiled by SHOOK Research LLC based on the time period from 6/30/23-6/30/24 (Source:Forbes.com).2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024;Data compiled by SHOOK Research LLC based on the time period from 6/30/22-6/30/23 (Source:Forbes.com).2023 Forbes Best-In[1]State Wealth Advisors: Awarded April 2023;Data compiled by SHOOK Research LLC based on the time period from 6/30/21-6/30/22 (Source:Forbes.com).2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022;Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30/21 (Source:Forbes.com).2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021;Data compiled by SHOOK Research LLC based on the time period from 6/30/19-6/30/20 (Source: Forbes.com.)2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019;Data compiled by SHOOK Research LLC based on the time period from 6/30/17-6/30/18 (Source:Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.