AdvisorOS Directory
Claim Profile
Unclaimed Profile
SW

Steven Eugene Wilbur

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
SIE, Series 7, Series 63, Series 65Clean record25 years registeredALLEN CAPITAL GROUP, LLC
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 2906324Firm CRD# 135879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Eugene Wilbur · GRAND ISLAND, NE
Registration
CRD #2906324 · ALLEN CAPITAL GROUP, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

ALLEN CAPITAL GROUP, LLC
Sep 2017 – present
D.A. DAVIDSON & CO.
Aug 2016 – Sep 2017
OMAHA, NE
SMITH HAYES ADVISERS INC
Sep 2014 – Jul 2016
OMAHA, NE
CWM, LLC
Jul 2011 – Sep 2014
OMAHA, NE
LPL FINANCIAL LLC
Jul 2001 – Aug 2011
OMAHA, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · July 11, 2001
Years registered · 25
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 Steven

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

Not sure if Steven 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 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.
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
Travis James Portwood
GRAND ISLAND, NE
CFP
Michael David Stanton
GRAND ISLAND, NE

More Advisors in GRAND ISLAND, Nebraska

Shane Tyler Wissmann
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