TrueAdvisor
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RK
RK

Randal Ray Korth

Allen Capital Group, LLC
15 Years of Experience
May Earn Commission
View SEC Summary
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, 68154

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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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Employment History
Current Registrations
Allen Capital Group, LLC
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Mariner Wealth Advisors, LLC
October 2017 - January 2018 · 3 mos
Mariner Institutional Consulting, LLC
September 2015 - December 2015 · 3 mos
Montage Securities, LLCBroker
October 2012 - January 2018 · 5 yrs 3 mos
Securities Service Network, INC.Broker
February 2011 - October 2012 · 1 yr 8 mos
Mariner Wealth Advisors
March 2010 - January 2018 · 7 yrs 10 mos
Qa3 Financial CORP.Broker
March 2010 - February 2011 · 11 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.