TrueAdvisor
TrueAdvisor
BH
CFP
BH
CFP

Brian E Harmon

Allen Capital Group, LLC
5 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 Circle, 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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Employment History
Current Registrations
Allen Capital Group, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cor Clearing LLCBroker
April 2018 - February 2019 · 10 mos
Oppenheimerfunds Distributor, INC.Broker
September 2015 - April 2018 · 2 yrs 7 mos
TD Ameritrade, INC.Broker
March 2015 - May 2015 · 2 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.