Allison
Horak

Allen Capital Group, LLC

CRD#6953715
Investment Advisor
in Grand Island, NE

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About this Advisor

Allison Horak is a certified financial planner who works out of Grand Island, Nebraska who has 2 years of relevant experience. Horak is on the advisory team at Allen Capital Group, LLC. Their career trajectory has included roles at Western World, Five Points Bank, American Portfolios Financial Services, Inc, Novem Group, N/A, Allen Capital Group and Allen Capital Group, LLC. Horak maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Nebraska. Allen Capital Group, LLC is an advisory company that has its headquarters in Grand Island, NE. It has offices in six locations and a total of 42 people on staff. It administers $816 million in assets among its 5,849 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves 38 charitable organizations. Of its 5,849 accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Allen Capital Group, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on the financial services offered. However, fee types billed by Allen Capital Group, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3540 Prairieview Street Suite 200
Grand Island, NE 68803

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Allen Capital Group, LLC Brokerage Details

Total Assets Under Management

$815,698,622

NE Average: $1,978,216,465
Total Number of Employees

42

NE Average: 226
Total Number of Accounts

5,849

NE Average: 7,467
Average Account Size

$139,460

NE Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Allison Horak Work History

Allison has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Allen Capital Group

2021 - Present (3 years)

Allen Capital Group, LLC

2020 - 2021 (1 year)

Novem Group

2018 - 2021 (3 years)

American Portfolios Financial Services, Inc

2018 - 2020 (2 years)

Novem Group

2015 - 2016 (1 year)

Western World

2015 - 2018 (3 years)

Five Points Bank

2011 - 2015 (4 years)

N/A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Allison Horak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allen Capital Group, LLC

Daniel Conroy
Omaha, NE
Bradley Feik
Grand Island, NE
Michael Stanton
Grand Island, NE
Randal Korth
Omaha, NE
Benjamin Hanssen
Grand Island, NE
Travis Portwood
Omaha, NE
Pamela Korth
Omaha, NE
Allison Horak
Grand Island, NE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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