Steven Cahoy (CRD# 7223423) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 2 years of experience in the finance industry.
CRD# 6337395
Eagle Strategies LLC
CRD# 808930
Allen Capital Group, LLC
CRD# 4581548
Allen Capital Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Allen Capital Group | Omaha, NE | Nov 2021 - Current | 2 |
Allen Capital Group, LLC | Grand Island, NE | Feb 2021 - Current | 3 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2020 - Current | 4 |
Northwestern Mutual | Lincoln, NE | Feb 2020 - Nov 2021 | 1 |
Zimmer | Lincoln, NE | May 2018 - Feb 2020 | 1 |
Unemployed | Lincoln, NE | Jan 2012 - May 2018 | 6 |
Student | Lincoln, NE | Aug 2009 - May 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2021 |
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- NE
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Total Assets Under Management998MILLIONS
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Total Number of Accounts6,140ACCOUNTS
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Average Account Value$162,617
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, FL, IA, IL, KS, MN, MO, NE, NV, OH, OK, SD, TX, VA, WI
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