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Michael David Stanton

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
Series 7, Series 66Clean record15 years registeredALLEN CAPITAL GROUP, LLC
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 5842761Firm CRD# 135879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Stanton · GRAND ISLAND, NE
Registration
CRD #5842761 · ALLEN CAPITAL GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ALLEN CAPITAL GROUP, LLC
Aug 2014 – present
AMERIVEST INVESTMENT MANAGEMENT, LLC
May 2012 – Oct 2012
OMAHA, NE
TD AMERITRADE, INC.
May 2012 – Oct 2012
OMAHA, NE
EDWARD JONES
Dec 2010 – Mar 2012
GRAND ISLAND, NE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · December 10, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLEN CAPITAL GROUP, LLC
CRD 135879 · SEC 801-64514
AUM
$998M
Regulatory assets under management
Employees
38
6,140 client accounts
Services offered by ALLEN CAPITAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLEN CAPITAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Michael David Stanton offer?
Michael David Stanton specializes in Financial Planning, Investment Management. Contact their office in GRAND ISLAND, Nebraska for a consultation.
What are Michael David Stanton's credentials?
Michael David Stanton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael David Stanton located?
Michael David Stanton 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 Michael David Stanton charge for services?
Michael David Stanton'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.
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Other Advisors at ALLEN CAPITAL GROUP, LLC

Mark Jerome Allen
GRAND ISLAND, NE
CFP
Kent Kurtis Koch
GRAND ISLAND, NE
Eric Jerome Allen
GRAND ISLAND, NE
Philip Joe Mcbride
GRAND ISLAND, NE
CFP
Steven Eugene Wilbur
GRAND ISLAND, NE
Travis James Portwood
GRAND ISLAND, NE
CFP

More Advisors in GRAND ISLAND, Nebraska

Shane Tyler Wissmann
ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, NE

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