AdvisorOS Directory
Claim Profile
Unclaimed Profile
SW

Shane Tyler Wissmann

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
SIE, Series 7, Series 63, Series 66Clean record17 years registeredALLEN CAPITAL GROUP, LLC
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 5667984Firm CRD# 135879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shane Tyler Wissmann · GRAND ISLAND, NE
Registration
CRD #5667984 · ALLEN CAPITAL GROUP, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

ALLEN CAPITAL GROUP, LLC
Jan 2019 – present
NOVEM GROUP
Jan 2015 – Jan 2019
GRAND ISLAND, NE
REGAL INVESTMENT ADVISORS LLC
Jul 2011 – Dec 2014
GRAND ISLAND, NE
AMERICAN PORTFOLIOS ADVISORS, INC
May 2010 – Jul 2011
HOLBROOK, NY
SAGEPOINT FINANCIAL, INC.
Jul 2009 – May 2010
GRAND ISLAND, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · July 10, 2009
Years registered · 17
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 →
Introduction

Speak with Shane

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

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

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 Shane Tyler Wissmann offer?
Shane Tyler Wissmann specializes in Financial Planning, Investment Management. Contact their office in GRAND ISLAND, Nebraska for a consultation.
What are Shane Tyler Wissmann's credentials?
Shane Tyler Wissmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Tyler Wissmann located?
Shane Tyler Wissmann 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 Shane Tyler Wissmann charge for services?
Shane Tyler Wissmann'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

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

Michael David Stanton
ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, NE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nebraska
OMAHA (287)LINCOLN (90)LA VISTA (18)LAVISTA (12)NORTH PLATTE (7)NORFOLK (6)SCOTTSBLUFF (5)KEARNEY (5)LOUISVILLE (4)HASTINGS (4)
City Guides
OMAHA GuideLINCOLN GuideLA VISTA GuideLAVISTA GuideNORTH PLATTE Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
Request removal of this profile