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Allen Capital Group, LLC CRD 135879
$1.50B regulatory AUM 50 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3540 Prairieview Street Suite 200, Grand Island, NE 68803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-26 |
Branch Locations
3540 Prairieview Street Suite 200, Grand Island, NE 68803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Sushi | Omaha | NE | 05/2016 | 06/2018 |
| Bank Of The West | Omaha | NE | 08/2016 | 08/2017 |
| Raymond James Financial Services, Inc | Longmont | CO | 08/2017 | 02/2022 |
| Raymond James Financial Services Advisors Inc. | Longmont | CO | 08/2017 | 02/2022 |
| Skyybox Bar And Grill | Omaha | NE | 05/2016 | 06/2018 |
| First National Bank Of Omaha | Longmont | CO | 08/2017 | 02/2022 |
| First Investments And Planning | Longmont | CO | 08/2019 | 02/2022 |
| Ellerbrock Norris Wealth Strategies | Hastings | NE | 03/2022 | 01/2023 |
| Ellerbrock-Norris Insurance Agency, Inc. | Omaha | NE | 06/2022 | Present |
| First National Bank Of Omaha | Boulder | CO | 08/2017 | 02/2022 |
| Rivals Bar And Grill | Hastings | NE | 12/2022 | 01/2023 |
| Allen Capital Group | Grand Island | NE | 01/2023 | Present |
| Allen Capital Group, Llc | Grand Island | NE | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-31 |
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