Kent Koch, financial advisor Grand Island NE

Kent Koch

CRD Number: 5127115
Current Firm: Allen Capital Group, LLC

Kent Koch (CRD# 5127115) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 15 years of experience in the finance industry.

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Allen Capital Group, LLC
Company Name Location Dates Years
Allen Capital Group Grand Island, NE Jun 2015 - Current 8
Northwestern Mutual Investment Services, LLC Grand Island, NE Dec 2007 - Jun 2015 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2007 - Jun 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jun 2015
Contact Info for Kent K. Koch
Phone Number: 308-385-1500
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    816
    MILLIONS
  • Total Number of Accounts
    5,849
    ACCOUNTS
  • Average Account Value
    $139,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IA, IL, KS, MN, MO, NE, NV, OH, OK, SD, TX, VA, WI

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