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Benjamin Hanssen

Advisor at Allen Capital Group, LLC

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Allen Capital Group, LLC logo

Firm

Allen Capital Group, LLC

Location

Grand Island, NE 68803

Credentials

CFP®, Series 66

Industry experience

13 years

About

Benjamin Hanssen is a Certified Financial Planner (CFP®) with 13 years of experience in the financial services industry. He is currently with Allen Capital Group, LLC, where he has worked since 2023. His prior experience includes roles at First Investments and Planning, First National Bank of Omaha, Raymond James Financial Services, and other financial and insurance-related firms. He has also been involved in the hospitality sector, with work experience at several bar and grill establishments. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a generally long-term investment approach using a combination of fundamental equity analysis, active and passive funds, options strategies, and third-party bond management, with discretionary portfolio management and ongoing account reviews.

Client services

Based on Allen Capital Group, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Allen Capital Group, LLC

Retirement income strategy Life insurance needs analysis Long-term care insurance

Occupation focus

Based on Allen Capital Group, LLC

Founder/Business Owner

Fee options

Fixed

Flat Fee - Outside Account Advice: $150 per outside account annually (negotiable); Estate Planning Services: $1,250 for Trust-Based Estate Plan, $1,000 for Will-Based Estate Plan, $100 for Business Assignments; Tax preparation fees starting at $550

Percentage

Up to 1.75% annually depending on account size and complexity (Investment Management Program)

Commissions

Insurance commissions for sales of fixed insurance products, shared with IARs

Project-based

Up to $500 per hour for Financial Planning Services

Other

Account minimum: $200,000 Minimum fee: $100 minimum for Financial Planning Fees, negotiable; $500 minimum fee for Retirement Plan Advisory and Review Program, negotiable Fee-only: Financial Planning Fees charged hourly up to $500/hour, fixed fees up to $50,000, or percentage up to 1.75% of assets under advisement

Location

3540 Prairieview Street, Suite 200

Grand Island, NE 68803

Most active in

Nebraska

Work history

Allen Capital Group

2023 - Present (3 years)

Allen Capital Group, LLC

2023 - Present (3 years)

Rivals Bar and Grill

2022 - 2023 (1 year)

Ellerbrock-Norris Insurance Agency, Inc.

2022 - Present (4 years)

Ellerbrock Norris Wealth Strategies

2022 - 2023 (1 year)

First Investments and Planning

2019 - 2022 (3 years)

Raymond james Financial Services, Inc

2017 - 2022 (5 years)

Raymond James Financial Services Advisors INC.

2017 - 2022 (5 years)

First National Bank Of Omaha

2017 - 2022 (5 years)

First National Bank of Omaha

2017 - 2022 (5 years)

Bank of the west

2016 - 2017 (1 year)

Blue Sushi

2016 - 2018 (2 years)

Skyybox Bar and Grill

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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