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Financial ADVSR advisor directory · SEC adviser records

Allen Capital Group, LLC financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Allen Capital Group, LLC office in Omaha, A to Z.

The short answer

5 registered advisors work at Allen Capital Group, LLC in Omaha, out of 21 at the firm nationwide; it ranks number 50 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Allen Capital Group, LLC advisors in Omaha, A to Z

Every Allen Capital Group, LLC advisor →

Allen Capital Group, LLC advisors in every city and state →Allen Capital Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Allen Capital Group, LLC advisors in other cities

Grand Island, NE 15Ogallala, NE 2

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does Allen Capital Group, LLC have in Omaha?

5 investment adviser representatives are registered at Allen Capital Group, LLC offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Allen Capital Group, LLC one of the largest advisor employers in Omaha?

Allen Capital Group, LLC ranks number 50 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a Allen Capital Group, LLC advisor in Omaha?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Allen Capital Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.