Travis James Portwood

Employer firm

Allen Capital Group, LLC CRD 135879

$1.50B regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 01/2018
  Mariner Wealth Advisors
  Omaha, NE
• 10/2012 → 01/2018
  Montage Securities, Llc
  Omaha, NE
• 01/2018 → Present
  Allen Capital Group
  Grand Island, NE

Previous Registrations

• 2013-12-11 → 2018-01-11
  Mariner Wealth Advisors
  Overland Park, KS
  Omaha, NE
• 2016-09-30 → 2018-01-11
  Mariner
  Omaha, NE
• 2015-09-01 → 2015-12-23
  Mariner Institutional Consulting, Llc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-11
• S63 Uniform Securities Agent State Law Examination
  1998-11-06

Designations

• Certified Financial Planner