Allen Capital Group, LLC

Allen Capital Group, LLC (CRD# 135879) is a financial advisory firm headquartered in Grand Island, NE. They manage $712,025,110 in 5,241 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    712
    MILLION
  • Total Number of Accounts
    5,241
    ACCOUNTS
  • Average Account Value
    $135,857
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
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, KS, MN, MO, NE, NV, SD, TX, WI

Financial Advisors at Allen Capital Group, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Eric J. Allen
CRD#: 808930
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801

Eric Allen (CRD# 808930) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 33 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

Mark Allen (CRD# 4581548) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 19 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
Daniel S. Conroy
CRD#: 6220546
10050 Regency Cir., Suite 500, Omaha, NE 68114

Daniel Conroy (CRD# 6220546) is an Investment Advisor Representative working at Allen Capital Group, LLC in Omaha, NE and has over 8 years of experience in the finance industry.

4
James R. Gardner
CRD#: 4550252
201 Main Street, Po Box 447, Chadron, NE 69337

James Gardner (CRD# 4550252) is an Investment Advisor Representative working at Allen Capital Group, LLC in Chadron, NE and has over 20 years of experience in the finance industry.

5
Troy L. Hilyard
CRD#: 4550283
1110 Circle Drive, Suite 300, Scottsbluff, NE 69361

Troy Hilyard (CRD# 4550283) is an Investment Advisor Representative working at Allen Capital Group, LLC in Scottsbluff, NE and has over 19 years of experience in the finance industry.

6
Jennifer L. Kaspar
CRD#: 4610163
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801

Jennifer Kaspar (CRD# 4610163) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 5 years of experience in the finance industry.

7
Kent K. Koch
CRD#: 5127115
3032 West Stolley Park Road, Suite E, Grand Island, NE 68801

Kent Koch (CRD# 5127115) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 13 years of experience in the finance industry.

8
Pamela J. Korth
CRD#: 6558703
10050 Regency Cir., Suite 500, Omaha, NE 68114

Pamela Korth (CRD# 6558703) is an Investment Advisor Representative working at Allen Capital Group, LLC in Omaha, NE and has over 5 years of experience in the finance industry.

9
Randal R. Korth
CRD#: 5745124
10050 Regency Cir., Suite 500, Omaha, NE 68154

Randal Korth (CRD# 5745124) is an Investment Advisor Representative working at Allen Capital Group, LLC in Omaha, NE and has over 11 years of experience in the finance industry.

10
Fred A. Lockwood
CRD#: 4201619
1110 Circle Dr., Scottsbluff, NE 69361

Fred Lockwood (CRD# 4201619) is an Investment Advisor Representative working at Allen Capital Group, LLC in Scottsbluff, NE and has 1 year of experience in the finance industry.

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