RK
RK

Randal Korth

16 Years of Experience
May Earn Commission

Randal Korth is a registered investment advisor at Allen Capital Group, LLC, based in Omaha, NE, with 16 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
Commission-BasedFee-Only (% of Portfolio)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
Planning is included in investment management (also available separately)

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.

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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 3 mos
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

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.

Exams
No exam information available for this advisor.