Allen Capital Group, LLC

Allen Capital Group, LLC (CRD# 135879) is a financial advisory firm headquartered in Grand Island, NE. They manage $998,471,163 in 6,140 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
3540 Prairieview Street, Suite 200, Grand Island, NE 68803
https://www.facebook.com/allencapgroup
By the Numbers
  • Total Assets Under Management
    998
    MILLION
  • Total Number of Accounts
    6,140
    ACCOUNTS
  • Average Account Value
    $162,617
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 11 - 20 of 20 top financial advisors.
11
Travis Portwood, financial advisor Omaha NE
Travis J. Portwood
CRD#: 3132716
10050 Regency Cir., Suite 500, Omaha, NE 68154

Travis Portwood (CRD# 3132716) is an Investment Advisor Representative working at Allen Capital Group, LLC in Omaha, NE and has over 25 years of experience in the finance industry.

12
Michael Stanton, financial advisor Grand Island NE
Michael D. Stanton
CRD#: 5842761
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Michael Stanton (CRD# 5842761) 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.

13
Steven Wilbur, financial advisor Omaha NE
Steven E. Wilbur
CRD#: 2906324
10050 Regency Cricle, Suite 500, Omaha, NE 68114

Steven Wilbur (CRD# 2906324) is an Investment Advisor Representative working at Allen Capital Group, LLC in Omaha, NE and has over 26 years of experience in the finance industry.

14
Shane Wissmann, financial advisor Grand Island NE
Shane T. Wissmann
CRD#: 5667984
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Shane Wissmann (CRD# 5667984) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 14 years of experience in the finance industry.

15
Steven Cahoy, financial advisor Grand Island NE
Steven P. Cahoy
CRD#: 7223423
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

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.

16
Bradley Feik, financial advisor Grand Island NE
Bradley L. Feik
CRD#: 7648229
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Bradley Feik (CRD# 7648229) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has 1 year of experience in the finance industry.

17
Brian Harmon, financial advisor Grand Island NE
Brian E. Harmon
CRD#: 6435481
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Brian Harmon (CRD# 6435481) 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.

18
Allison Horak, financial advisor Grand Island NE
Allison M. Horak
CRD#: 6953715
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Allison Horak (CRD# 6953715) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 4 years of experience in the finance industry.

19
Carter Masteller, financial advisor Grand Island NE
Carter J. Masteller
CRD#: 7805015
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Carter Masteller (CRD# 7805015) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has 1 year of experience in the finance industry.

20
Trevor Stevens, financial advisor Grand Island NE
Trevor J. Stevens
CRD#: 7792849
3540 Prairieview Street, Suite 200, Grand Island, NE 68803

Trevor Stevens (CRD# 7792849) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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