MS
MS

Michael David Stanton

12 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

3540 Prairieview Street, Suite 200, Grand Island, NE, 68803

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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

Michael was an employee of Associated Staffing until September 15, 2014. As of that date, he has no outside business activities.

Employment History
Current Registrations
Allen Capital Group, LLC
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Amerivest Investment Management, LLC
May 2012 - October 2012 · 5 mos
TD Ameritrade, INC.
May 2012 - October 2012 · 5 mos
Edward Jones
December 2010 - March 2012 · 1 yr 3 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.