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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 | 2017-10-23 |
Branch Locations
10050 Regency Cir. Suite 500, Omaha, NE 68114 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Omaha | NE | 02/2014 | 11/2016 |
| D.A. Davidson & Co. | Omaha | NE | 11/2016 | 07/2017 |
| D.A. Davidson & Co. | Omaha | NE | 07/2017 | Present |
| Allen Capital Group | Grand Island | NE | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-16 |
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