MA
CFP
MA
CFP

Mark Jerome Allen

23 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,130 clients
Average Client Portfolio
$574K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$180K
Financial Planning:Included in AUM fee
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Location

3540 Prairieview Street, Suite 200, Grand Island, NE, 68803

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is a managing member of Allen Capital Group, an RIA, and also works as an insurance agent. He is involved in several other non-investment related activities, including serving on boards for a museum, chamber of commerce, and college, as well as managing a real estate holding company and an accounting firm.

Employment History
Current Registrations
Allen Capital Group, LLC
July 2005 - Present · 20 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2005 - March 2021 · 15 yrs 8 mos
American Express Financial Advisors, INC.
October 2002 - August 2005 · 2 yrs 10 mos
Ids Life Insurance CompanyBroker
September 2002 - August 2005 · 2 yrs 11 mos
American Express Financial Advisors INC.Broker
September 2002 - August 2005 · 2 yrs 11 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.