Advisor at Allen Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allen Capital Group, LLC
Location
Grand Island, NE 68803
Credentials
CFP®, Series 63
Industry experience
6 years
Brian Harmon is a CFP® with six years of industry experience, currently serving as a financial advisor at Allen Capital Group, LLC. His prior roles include positions at Cor Clearing LLC and OppenheimerFunds Distributor, Inc. He holds the Series 63 designation. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment management approach with an emphasis on individualized, long-term strategies using fundamental equity analysis alongside a mix of active and passive funds, options, and bond management.
Based on Allen Capital Group, LLC
Based on Allen Capital Group, LLC
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
Up to 1.75% annually depending on account size and complexity (Investment Management Program)
Insurance commissions for sales of fixed insurance products, shared with IARs
Up to $500 per hour for Financial Planning Services
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
3540 Prairieview Street, Suite 200
Grand Island, NE 68803
Nebraska
Allen Capital Group, LLC
2023 - Present (3 years)
Allen Capital Group
2019 - Present (7 years)
Cor Clearing Llc
2018 - 2019 (1 year)
OppenheimerFunds Distributor, INC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Grand Island, NE
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SPIEHS Wealth Management, Inc.
Series 65
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Brokerage Specialists
Series 65
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Allen Capital Group, LLC
Series 66
Grand Island, NE
Novem Group
Series 65
Grand Island, NE
Allen Capital Group, LLC
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