Benjamin G Hanssen

CFP

Allen Capital Group, LLC

13 Years of Experience

May Earn Commission

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

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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.

Employment History

Current Registrations

Allen Capital Group, LLC

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Ellerbrock-Norris Wealth Strategies LLC

March 2022 - January 2023 · 10 mos

Raymond James Financial Services Advisors, INC

August 2017 - February 2022 · 4 yrs 6 mos

Raymond James Financial Services, INC.Broker

August 2017 - February 2022 · 4 yrs 6 mos

Bancwest Investment Services, INC.Broker

August 2016 - August 2017 · 1 yr

Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis

August 2016 - August 2017 · 1 yr

TD Ameritrade, INC.

January 2015 - April 2016 · 1 yr 3 mos

Amerivest Investment Management, LLC

January 2015 - April 2016 · 1 yr 3 mos

TD Ameritrade, INC.Broker

January 2015 - April 2016 · 1 yr 3 mos

Wells Fargo Advisors, LLC

January 2014 - January 2015 · 1 yr

Wells Fargo Advisors, LLCBroker

January 2014 - January 2015 · 1 yr

Securian Financial Services, INC.

June 2011 - July 2013 · 2 yrs 1 mo

Securian Financial Services, INC.Broker

May 2011 - July 2013 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.