AH
CFP
AH
CFP

Allison Marie Horak

6 Years of Experience
May Earn Commission
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 Activities

Allison is a board member of the Northwest Education Foundation and president of the Hall County 4-H Council. These activities are not investment-related.

Employment History
Current Registrations
Allen Capital Group, LLC
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Novem Group
June 2020 - April 2021 · 10 mos
American Portfolios Financial Services, INC.Broker
June 2019 - April 2021 · 1 yr 10 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.