Travis
Portwood
Allen Capital Group, LLC
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About this Advisor
Travis Portwood is a financial advisor based in Omaha, Nebraska, working with Allen Capital Group, LLC. Travis has previously held positions at Mariner Wealth Advisors, Montage Securities, LLC, Mariner Institutional Consulting, and Allen Capital Group. Travis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska and Texas. Currently, Travis is part of Allen Capital Group, LLC, which operates out of Omaha, Nebraska. The firm has 5 offices and 37 employees. The firm manages assets totaling $998.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Allen Capital Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Allen Capital Group, LLC Brokerage Details
$998,471,163
37
6,140
$162,617
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Travis Portwood Work History
Allen Capital Group
Mariner Instiutional Consulting
Montage Securities, LLC
Mariner Wealth Advisors
Disclosures
Please visit the SEC profile of Travis Portwood 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
Omaha, NE
Omaha, NE
Grand Island, NE
Omaha, NE
Grand Island, NE
Grand Island, NE
Omaha, NE
Grand Island, NE
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