Allen Capital Group, LLC

Allen Capital Group, LLC (CRD# 135879) is a financial advisory firm headquartered in Grand Island, NE. They manage $815,698,622 in 5,849 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    816
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Allen Capital Group, LLC
Showing 1 - 10 of 20 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 36 years of experience in the finance industry.

2
Mark J. Allen
CRD#: 4581548
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Mark Allen (CRD# 4581548) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 21 years of experience in the finance industry.

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 10 years of experience in the finance industry.

4
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 22 years of experience in the finance industry.

5
Kent K. Koch
CRD#: 5127115
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

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.

6
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 8 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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.

9
Philip J. McBride
CRD#: 5303038
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Philip McBride (CRD# 5303038) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 16 years of experience in the finance industry.

10
Daniel T. Monaghan
CRD#: 1633928
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Daniel Monaghan (CRD# 1633928) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 36 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.