Mark
Allen

Allen Capital Group, LLC

CRD#4581548
Investment Advisor
in Grand Island, NE

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About this Advisor

Mark Allen is a certified financial planner based out of Grand Island, Nebraska who has 18 years of relevant experience. Allen is an employee of Allen Capital Group, LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments and Allen Capital Group, LLC. Allen maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Nebraska and Texas. Allen Capital Group, LLC is a company headquartered in Grand Island, NE. The investment advisory business has offices in six locations and a total of 42 people on staff. It manages $816 million in assets between its 5,849 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to 38 charitable organizations. Of its 5,849 accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets. Allen Capital Group, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on the financial services. Fees charged by Allen Capital Group, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

18 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

3032 West Stolley Park Road Suite E
Grand Island, NE 68801

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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

Mark Allen Work History

Mark has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Purshe Kaplan Sterling Investments

2005 - Present (19 years)

Allen Capital Group, LLC

*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 Mark Allen 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
Michael Stanton
Grand Island, NE
Bradley Feik
Grand Island, NE
Randal Korth
Omaha, NE
Travis Portwood
Omaha, NE
Benjamin Hanssen
Grand Island, NE
Pamela Korth
Omaha, NE
Steven Cahoy
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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