SW
SW

Steven Eugene Wilbur

28 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

10050 Regency Cricle, 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.

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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
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
D.A. Davidson & CO.
August 2016 - September 2017 · 1 yr 1 mo
D.A. Davidson & CO.Broker
July 2016 - September 2017 · 1 yr 2 mos
Smith Hayes Advisers INC
September 2014 - July 2016 · 1 yr 10 mos
Smith Hayes Financial Services CorporationBroker
September 2014 - July 2016 · 1 yr 10 mos
Cwm, LLC
July 2011 - September 2014 · 3 yrs 2 mos
LPL Financial LLC
July 2001 - August 2011 · 10 yrs 1 mo
LPL Financial LLCBroker
September 2000 - October 2014 · 14 yrs 1 mo
American Express Financial Advisors INC.Broker
September 1997 - September 2000 · 3 yrs
Ids Life Insurance CompanyBroker
September 1997 - September 2000 · 3 yrs
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.
Steven Eugene Wilbur - Financial Advisor | TrueAdvisor