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Steven Eugene Wilbur

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
Unclaimed Profile
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 2906324Firm CRD# 135879
01

About

Steven Eugene Wilbur 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
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# 2906324
Firm CRD# 135879
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Eugene Wilbur offer?
Steven Eugene Wilbur specializes in Financial Planning, Investment Management. Contact their office in GRAND ISLAND, Nebraska for a consultation.
What are Steven Eugene Wilbur's credentials?
Steven Eugene Wilbur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Eugene Wilbur located?
Steven Eugene Wilbur 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 Steven Eugene Wilbur charge for services?
Steven Eugene Wilbur'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 in GRAND ISLAND
Mark Jerome Allen — ALLEN CAPITAL GROUP, LLCEric Jerome Allen — ALLEN CAPITAL GROUP, LLCTravis James Portwood — ALLEN CAPITAL GROUP, LLCJenny Nichol — ALLEN CAPITAL GROUP, LLCJordan Allen — ALLEN CAPITAL GROUP, LLC
Nearby cities in Nebraska
OMAHA (429)LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)
City Guides
OMAHA GuideLINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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