Fred
Lockwood

Allen Capital Group, LLC

CRD#4201619
Investment Advisor
in Scottsbluff, NE

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About this Advisor

Fred Lockwood is a financial advisor who works out of Scottsbluff, Nebraska who has 9 years of industry experience. Lockwood is currently employed by Allen Capital Group, LLC. Over the course of their career, Lockwood has held roles at Fred A. Lockwood & Co., Pc, Panhandle Concrete Products, Inc, American Mortgage Company, Falco Financial Services, Inc and Allen Capital Group. Lockwood is approved to advise clients in Nebraska. Allen Capital Group, LLC is a company operating out of Grand Island, NE. The company has offices in six locations and a total of 42 people on staff. It handles $816 million in assets under management across its 5,849 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves 38 charities and foundations. Of its 5,849 customer accounts, just 11% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Allen Capital Group, LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees depend on which services the firm provides the client. Fees billed by Allen Capital Group, LLC most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Years Registered*

9 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

1110 Circle Dr.
Scottsbluff, NE 69361

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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

Fred Lockwood Work History

Fred has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Allen Capital Group

1987 - Present (37 years)

American Mortgage Company

1983 - Present (41 years)

Panhandle Concrete Products, Inc

1964 - Present (60 years)

Fred A. Lockwood & Co., Pc

2003 - 2014 (11 years)

Falco Financial Services, Inc

*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 Fred Lockwood 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
Randal Korth
Omaha, NE
Michael Stanton
Grand Island, NE
Bradley Feik
Grand Island, NE
Travis Portwood
Omaha, NE
Benjamin Hanssen
Grand Island, 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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