Broker Check

Our Support Team

TownSquare Capital, LLC. has a unique team-based approach which places clients at the center of everything they do.  As a client of the firm you benefit from total resources of the group.  While your individual advisor will take a lead role in the relationship, a team of specialist work in the background for your benefit.

The Story – Why does an individual client invest differently than an institution?

The availability, tax efficiency, and pricing of certain investment options is the biggest road block to an individual investor.  Institutions own stocks and bonds differently than most individual clients.  At TownSquare Capital, we believe the individual client should have the same access to these investments with similar pricing structures.  We offer a unique approach to solve for this obstacle in the industry.

The People

TownSquare Capital’s designated CFP® / CFA Senior Portfolio and Fixed Income Strategists work directly with us to develop, implement, and monitor your investment portfolio and financial planning strategies.  With about 20 team members at TownSquare Capital, LLC. advisors receive an elite level of support.

Kurt Brown

Chief Investment Officer

As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy...
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Michael Folker

Chief Operations Officer

Michael joined TownSquare in June 2017 as the Chief Operations Officer, and is responsible for ensuring various departments work seamlessly together. In a previous role as VP of Operations, Michael helped grow the operations team of a...

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Chris Hedquist

Equity Strategist

As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up...
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Monica Sonnier

Fixed Income Strategist

Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving...
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Firm Disclosure Brochure, Kimberly K. Doleman IAR Brochure.

Please contact Kim Doleman, Investment Advisor Representative, for more details.

All of your insurance needs in one place.

The Allegis FMO (Field Marketing Organization) can quickly shop several different insurance solutions to find the best options to complete your customized financial plan.  We help with your life-insurance, long term care insurance, and disability insurance needs.

Chris Miller

Chief Executive Officer

Founded in 2014 by Chris Miller, Allegis Investment Services is a broker-dealer specializing in providing essential products and services for advisors looking to complement their advisory and fixed business. Chris has built a caring...
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Brian Pierce

Financial & Operations Principal

Brian joined Allegis in 2011 as a Controller and then later took on the responsibilities as Vice President of Finance & Operations and FinOP. He currently oversees all accounting functions, agent’s commissions, licensing,...

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