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ALLEN CAPITAL GROUP, LLC
ALLEN CAPITAL GROUP, LLC
GRAND ISLAND, Nebraska
·
8 registered advisors
·
CRD# 135879
SEC# 801-64514
5
308-385-1500
01
Firm Overview
AUM
$998M
Regulatory assets under management
Employees
38
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at ALLEN CAPITAL GROUP, LLC
8 registered advisors
Eric Jerome Allen
GRAND ISLAND, Nebraska
CRD# 808930
Kent Kurtis Koch
GRAND ISLAND, Nebraska
CRD# 5127115
Mark Jerome Allen
GRAND ISLAND, Nebraska
CFP
CRD# 4581548
Michael David Stanton
GRAND ISLAND, Nebraska
CRD# 5842761
Philip Joe Mcbride
GRAND ISLAND, Nebraska
CFP
CRD# 5303038
Shane Tyler Wissmann
GRAND ISLAND, Nebraska
CRD# 5667984
Steven Eugene Wilbur
GRAND ISLAND, Nebraska
CRD# 2906324
Travis James Portwood
GRAND ISLAND, Nebraska
CFP
CRD# 3132716
05
Office Locations
GRAND ISLAND, Nebraska
8 advisors
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Data sourced from SEC Form ADV filings. ALLEN CAPITAL GROUP, LLC (CRD# 135879) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.