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Current Employers
Allen Capital Group, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-24
  • NE RA
    APPROVED
    Since 2026-07-24

Branch Locations

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
Citigroup Irving TX 06/2024 08/2024
Five Points Financial Services Kearney NE 08/2024 12/2024
Charles Schwab Omaha NE 09/2023 04/2024
Boeing Renton WA 05/2023 08/2023
Charles Schwab Omaha NE 01/2023 04/2023
Berkshire Hathaway Homestate Companies Omaha NE 08/2022 01/2023
Meadowlark Hills Golf Course Kearney NE 04/2020 08/2021
Younes Conference Center Kearney NE 11/2019 04/2020
Kearney Catholic School Kearney NE 02/2015 05/2019
Kearney Little League Kearney NE 04/2017 07/2021
Ben Sasse For Us Senate Kearney NE 06/2020 09/2020
Northwest Missouri State Maryville MO 08/2021 05/2022
University Of Nebraska Omaha NE 05/2022 12/2024
Matter Family Office St Louis MO 01/2025 06/2026
Allen Capital Group Grand Island NE 06/2026 Present
  • 06/2024 → 08/2024
    Citigroup
    Irving, TX
  • 08/2024 → 12/2024
    Five Points Financial Services
    Kearney, NE
  • 09/2023 → 04/2024
    Charles Schwab
    Omaha, NE
  • 05/2023 → 08/2023
    Boeing
    Renton, WA
  • 01/2023 → 04/2023
    Charles Schwab
    Omaha, NE
  • 08/2022 → 01/2023
    Berkshire Hathaway Homestate Companies
    Omaha, NE
  • 04/2020 → 08/2021
    Meadowlark Hills Golf Course
    Kearney, NE
  • 11/2019 → 04/2020
    Younes Conference Center
    Kearney, NE
  • 02/2015 → 05/2019
    Kearney Catholic School
    Kearney, NE
  • 04/2017 → 07/2021
    Kearney Little League
    Kearney, NE
  • 06/2020 → 09/2020
    Ben Sasse For Us Senate
    Kearney, NE
  • 08/2021 → 05/2022
    Northwest Missouri State
    Maryville, MO
  • 05/2022 → 12/2024
    University Of Nebraska
    Omaha, NE
  • 01/2025 → 06/2026
    St Louis, MO
  • 06/2026 → Present
    Allen Capital Group
    Grand Island, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18

View on SEC IAPD

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