Shane
Wissmann

Allen Capital Group, LLC

CRD#5667984
Investment Advisor
in Grand Island, NE

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About this Advisor

Shane Wissmann is a financial advisor based in Grand Island, Nebraska who has 4 years of industry experience. Wissmann is an employee of Allen Capital Group, LLC. Throughout their career, they have worked at Five Points Bank, Regal Investment Advisors LLC, Apfs Wealth Management, Inc, Allen Capital Group, LLC and American Portfolios Financial Services, Inc. Wissmann holds Series 63 and Series 66 licenses, designating them as a securities broker, and can operate in Nebraska. Allen Capital Group, LLC is an advisory business headquartered in Grand Island, NE. The firm has offices in six locations and a total of 42 employees. It oversees $816 million in total assets across its 5,849 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves 38 charities and foundations. Of its 5,849 customer accounts, just 11% belong to high-net-worth investors who have at least $1 million in investable assets. Allen Capital Group, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely depend on which services are offered. Fee types billed by Allen Capital Group, LLC can consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 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

Shane Wissmann Work History

Shane has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Allen Capital Group, LLC

2009 - Present (15 years)

Five Points Bank

2014 - 2018 (4 years)

Apfs Wealth Management, Inc

2011 - 2014 (3 years)

Regal Investment Advisors LLC

2010 - 2018 (8 years)

American Portfolios 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 Shane Wissmann 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
Bradley Feik
Grand Island, NE
Michael Stanton
Grand Island, NE
Benjamin Hanssen
Grand Island, NE
Travis Portwood
Omaha, NE
Pamela Korth
Omaha, NE
Philip Mcbride
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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