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Trevor Jason Stevens

Allen Capital Group, LLC

Grand Island, NE

CRD 7792849

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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 2023-12-18
  • NE RA
    APPROVED
    Since 2023-12-18

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
Student Omaha NE 08/2005 05/2023
Allen Capital Group Omaha NE 08/2023 Present
Allen Capital Group, Llc Grand Island NE 08/2023 Present
  • 08/2005 → 05/2023
    Student
    Omaha, NE
  • 08/2023 → Present
    Allen Capital Group
    Omaha, NE
  • 08/2023 → Present
    Allen Capital Group, Llc
    Grand Island, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-15
  • S65 Uniform Investment Adviser Law Examination
    2023-12-15

View on SEC IAPD

Nearby Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC

Nearby Investors

Carl Willard Armstrong
Brenda Kate Steinhauser
JADEN John BUTLER

Nearby Offices

EDWARD JONES · GRAND ISLAND, NE
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Grand Island, NE
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Grand Island, NE

More in Grand Island, NE

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