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Travis James Portwood

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
SIE, Series 4, Series 7, Series 24, Series 63, Series 65CFPClean record12 years registeredALLEN CAPITAL GROUP, LLC
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 3132716Firm CRD# 135879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Travis James Portwood · GRAND ISLAND, NE
Registration
CRD #3132716 · ALLEN CAPITAL GROUP, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ALLEN CAPITAL GROUP, LLC
Jan 2018 – present
MARINER WEALTH ADVISORS, LLC
Sep 2016 – Jan 2018
OMAHA, NE
MARINER INSTITUTIONAL CONSULTING, LLC
Sep 2015 – Dec 2015
OMAHA, NE
MARINER WEALTH ADVISORS
Dec 2013 – Jan 2018
OMAHA, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 11, 2013
Years registered · 12
Professional designation · CFP
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 Travis James Portwood offer?
Travis James Portwood specializes in Financial Planning, Investment Management. Contact their office in GRAND ISLAND, Nebraska for a consultation.
What are Travis James Portwood's credentials?
Travis James Portwood holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Travis James Portwood located?
Travis James Portwood 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 Travis James Portwood charge for services?
Travis James Portwood'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
Michael David Stanton
GRAND ISLAND, NE

More Advisors in GRAND ISLAND, Nebraska

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

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