Allen Capital Group, LLC

Allen Capital Group, LLC (CRD# 135879) is a financial advisory firm headquartered in Grand Island, NE. They manage $254,973,084 in 3,318 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    3,318
    ACCOUNTS
  • Average Account Value
    $76,845
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, GA, IA, IL, KS, MN, MO, NE, SD, TX, WI

Financial Advisors at Allen Capital Group, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Eric J. Allen
CRD#: 808930
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
96
Wealthminder
score

Eric Allen (CRD# 808930) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 29 years of experience in the finance industry. Eric Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark J. Allen
CRD#: 4581548
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
96
Wealthminder
score

Mark Allen (CRD# 4581548) 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. Mark Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Philip J. McBride
CRD#: 5303038
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
96
Wealthminder
score

Philip McBride (CRD# 5303038) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 10 years of experience in the finance industry. Philip McBride has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel T. Monaghan
CRD#: 1633928
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
96
Wealthminder
score

Daniel Monaghan (CRD# 1633928) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 29 years of experience in the finance industry. Daniel Monaghan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew Thury
CRD#: 5503785
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
96
Wealthminder
score

Matthew Thury (CRD# 5503785) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 7 years of experience in the finance industry.

6
James R. Gardner
CRD#: 4550252
201 Main Street, Po Box 447, Chadron, NE 69337
93
Wealthminder
score

James Gardner (CRD# 4550252) is an Investment Advisor Representative working at Allen Capital Group, LLC in Chadron, NE and has over 16 years of experience in the finance industry.

7
Troy L. Hilyard
CRD#: 4550283
1110 Circle Drive, Suite 300, Scottsbluff, NE 69361
93
Wealthminder
score

Troy Hilyard (CRD# 4550283) is an Investment Advisor Representative working at Allen Capital Group, LLC in Scottsbluff, NE and has over 15 years of experience in the finance industry.

8
Kent K. Koch
CRD#: 5127115
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
93
Wealthminder
score

Kent Koch (CRD# 5127115) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 9 years of experience in the finance industry.

9
Vincent T. Ryan
CRD#: 5469290
201 Main Street, Po Box 447, Chadron, NE 69337
93
Wealthminder
score

Vincent Ryan (CRD# 5469290) is an Investment Advisor Representative working at Allen Capital Group, LLC in Chadron, NE and has over 10 years of experience in the finance industry.

10
Michael D. Stanton
CRD#: 5842761
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
93
Wealthminder
score

Michael Stanton (CRD# 5842761) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.