AdvisorOS Directory
Claim Profile
Unclaimed Profile
MA

Mark Jerome Allen

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
Clean recordALLEN CAPITAL GROUP, LLC
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 4581548Firm CRD# 135879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Jerome Allen · GRAND ISLAND, NE
Registration
CRD #4581548 · ALLEN CAPITAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Jerome Allen is a registered financial advisor based in GRAND ISLAND, Nebraska, affiliated with ALLEN CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ALLEN CAPITAL GROUP, LLC
ALLEN CAPITAL GROUP, LLC
AUM
$998M
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at ALLEN CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4581548
Firm CRD# 135879
View on FINRA BrokerCheck →

Looking for a financial advisor in GRAND ISLAND?

Browse all registered financial advisors in GRAND ISLAND, Nebraska or claim this profile if it's yours.

Browse GRAND ISLAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mark Jerome Allen offer?
Mark Jerome Allen specializes in Financial Planning, Investment Management. Contact their office in GRAND ISLAND, Nebraska for a consultation.
What are Mark Jerome Allen's credentials?
Mark Jerome Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Jerome Allen located?
Mark Jerome Allen is based in GRAND ISLAND, Nebraska, working with ALLEN CAPITAL GROUP, LLC. Their office serves clients in the GRAND ISLAND metropolitan area and surrounding communities.
How does Mark Jerome Allen charge for services?
Mark Jerome Allen's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN CAPITAL GROUP, LLC?
ALLEN CAPITAL GROUP, LLC has approximately 38 employees and manages $998M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALLEN CAPITAL GROUP, LLC

Jordan Allen
GRAND ISLAND, NE
Eric Jerome Allen
GRAND ISLAND, NE
Kent Kurtis Koch
GRAND ISLAND, NE
Michael David Stanton
GRAND ISLAND, NE
Philip Joe Mcbride
GRAND ISLAND, NE
Shane Tyler Wissmann
GRAND ISLAND, NE

More Advisors in GRAND ISLAND, Nebraska

Steven Eugene Wilbur
ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, NE
Travis James Portwood
ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, NE
Jenny Nichol
ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
OMAHA (429)LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)SCOTTSBLUFF (8)NORFOLK (6)KEARNEY (5)LOUISVILLE (4)HASTINGS (4)
City Guides
OMAHA GuideLINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Request removal of this profile