Shane Tyler Wissmann

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

• 05/2009 → Present
  Five Points Bank
  Grand Island, NE
• 05/2010 → 12/2018
  American Portfolios Financial Services, Inc.
  Grand Island, NE
• 11/2014 → 12/2018
  Apfs Wealth Management, Inc.
  Grand Island, NE
• 12/2018 → Present
  Allen Capital Group, Llc
  Grand Island, NE

Previous Registrations

• 2015-01-02 → 2019-01-04
  Novem Group
  Grand Island, NE
  Rochester, NY
• 2011-07-11 → 2014-12-31
  Regal Investment Advisors Llc
  Grand Island, NE
  Kentwood, MI
• 2010-05-21 → 2011-07-05
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2009-07-10 → 2010-05-05
  Osaic Services, Inc.
  Grand Island, NE
  Grand Island, NE

Other Businesses

Treasurer, Heartland United Way, Non-Investment Related, Grand Island, NE 68801 Life health insurance agent, non-investment related, Grand Island, NE

Exams

• S66 Uniform Combined State Law Examination
  2009-06-25
• S63 Uniform Securities Agent State Law Examination
  2009-06-09