TrueAdvisor
TrueAdvisor
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PK

Pamela Jean Korth

Allen Capital Group, LLC
10 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, 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
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Mariner Wealth Advisors
November 2015 - January 2018 · 2 yrs 2 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.