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Sarah Lynn Havermann

Allen Capital Group, LLC

Ogallala, NE

Grand Island, NE

CRD 8214170

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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:

Current Employers
Allen Capital Group, Llc

3540 Prairieview Street Suite 200, Grand Island, NE 68803 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-14
  • NE RA
    APPROVED
    Since 2026-05-14

Branch Locations

201 N Spruce St, Ogallala, NE 69153 • United States

3540 Prairieview Street Suite 200, Grand Island, NE 68803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sandhills State Bank Ogallala NE 01/2019 01/2026
Western States Bank, Fka, Valley Bank And Trust Ogallala NE 02/2013 01/2019
Allen Capital Group, Llc Grand Island NE 01/2026 Present
  • 01/2019 → 01/2026
    Sandhills State Bank
    Ogallala, NE
  • 02/2013 → 01/2019
    Western States Bank, Fka, Valley Bank And Trust
    Ogallala, NE
  • 01/2026 → Present
    Grand Island, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-13
Other Names
  • Sarah Lynn Himrich

View on SEC IAPD

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