Daniel Sean Conroy

Allen Capital Group, LLC

11 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

10050 Regency Cir., Suite 500, Omaha, NE, 68114

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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

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

D.A. Davidson & CO.

July 2017 - August 2017 · 1 mo

D.A. Davidson & CO.Broker

November 2016 - August 2017 · 9 mos

Wells Fargo Advisors, LLCBroker

March 2014 - March 2016 · 2 yrs

Mutual of Omaha Investor Services, INC.Broker

August 2013 - February 2014 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.