TrueAdvisor
TrueAdvisor
SW
SW

Shane Tyler Wissmann

Allen Capital Group, LLC
16 Years of Experience
May Earn CommissionSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Allen Capital Group, LLC
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

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Shane is the Treasurer of Heartland United Way. He is also a life and health insurance agent.

Employment History
Current Registrations
Allen Capital Group, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Novem Group
January 2015 - January 2019 · 4 yrs
Regal Investment Advisors LLC
July 2011 - December 2014 · 3 yrs 5 mos
American Portfolios Advisors, INC
May 2010 - July 2011 · 1 yr 2 mos
American Portfolios Financial Services, INC.Broker
May 2010 - December 2018 · 8 yrs 7 mos
Sagepoint Financial, INC.
July 2009 - May 2010 · 10 mos
Sagepoint Financial, INC.Broker
June 2009 - May 2010 · 11 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.