Allen Capital Group, LLC

Allen Capital Group, LLC (CRD# 135879) is a financial advisory firm headquartered in Grand Island, NE. They manage $303,783,552 in 4,817 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    4,817
    ACCOUNTS
  • Average Account Value
    $63,065
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, FL, GA, IA, IL, IN, KS, MN, MO, NE, SD, TX, WA, WI

Financial Advisors at Allen Capital Group, LLC
Showing 1 - 10 of 19 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 30 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 11 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 30 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
Travis J. Portwood
CRD#: 3132716
10050 Regency Cir., Suite 500, Omaha, NE 68154
96
Wealthminder
score

Travis Portwood (CRD# 3132716) is an Investment Advisor Representative working at Allen Capital Group, LLC in Omaha, NE and has over 19 years of experience in the finance industry. Travis Portwood 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.

6
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.

7
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 17 years of experience in the finance industry.

8
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 16 years of experience in the finance industry.

9
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 10 years of experience in the finance industry.

10
Randal R. Korth
CRD#: 5745124
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801
93
Wealthminder
score

Randal Korth (CRD# 5745124) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 8 years of experience in the finance industry.

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