EA
CFP · ChFC
EA
CFP · ChFC

Eric Jerome Allen

27 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

3032 West Stolley Park Road, Suite E, Grand Island, NE, 68801

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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

Eric is associated with Allen Capital Group, LLC, a registered investment advisor. He also owns ACG Enhanced Services, providing tax and accounting services, and works as an insurance agent selling fixed insurance products, dedicating about 10% of his time to each activity.

Employment History
Current Registrations
Allen Capital Group, LLC
July 2005 - Present · 20 yrs 7 mos
Previous Registrations
American Express Financial Advisors, INC.
December 1997 - August 2005 · 7 yrs 8 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.