Steven Wilbur is a registered investment advisor at Allen Capital Group, LLC, based in Omaha, NE, with 28 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,130 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allen Capital Group charges a percentage of your portfolio each year. The specific percentage depends on factors like the size and complexity of your account, up to a maximum of 1.75%. If a referral advisor brought you to Allen Capital Group, they may receive up to 50% of Allen Capital Group's management fee. There is also a $150 annual fee for advice on accounts held outside of Allen Capital Group's direct management, which is negotiable.
Location
10050 Regency Cricle, Suite 500, Omaha, NE, 68114
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Regulatory History
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 Activities
Steven is the president of the Carter Lake Preservation Society since 2012, attending meetings and exercising voting rights. This activity is not investment-related.
Employment History
Current Registrations
Allen Capital Group, LLC
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
Cwm, LLC
LPL Financial LLC
LPL Financial LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.