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Eric Jerome Allen

Advisor at Allen Capital Group, LLC — Grand Island, NE West Stolley Park Road

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

28 years

Location

Grand Island, NE 68801

Allen Capital Group, LLC logo

Allen Capital Group, LLC

Team

Total advisors

22

Across 3 offices

Clients per advisor

100 Very High

Avg AUM per client

$645,292 Low

HNW client ratio

19% Low

About

Eric Allen is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 28 years of industry experience. He has been with Allen Capital Group, LLC since 2005 and also has a concurrent affiliation with Purshe Kaplan Sterling Investments. In addition to his advisory work, Allen provides accounting and tax services through a related business and is licensed as a fixed insurance agent. Allen Capital Group, LLC offers advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm manages approximately $1.22 billion in discretionary assets, employing a generally long-term, individualized investment approach that combines fundamental equity analysis with active and passive funds, options strategies, and third-party bond management.

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

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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

See office

Grand Island, NE West Stolley Park Road

3032 West Stolley Park Road, Suite E

Grand Island NE 68801

Advisors at this office

1

Most active in

Nebraska · Texas

Work history

28 years of industry experience

Allen Capital Group, LLC

2005 - Present • 21 years

Grand Island, NE

Purshe Kaplan Sterling Investments

2005 - Present • 21 years

Albany, NY

Ameriprise

1997 - 2005 • 8 years

Grand Island, NE

Disclosures

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

Business activities & affiliations

user avatar

John P

CFP®, Series 66

Grand Island, NE

Plains Advisory LLC

John Posey is a CFP®-designated financial advisor with 20 years of industry experience. He is the sole advisor at Plains Advisory LLC, an independent firm he has led since 2018. Prior to founding Plains Advisory, he worked at Five Points Bank and American Portfolios Financial Services, Inc. from 2015 to 2018. Outside of advising, he holds a real estate salesperson license in Nebraska. Plains Advisory LLC manages approximately $28.9 million in discretionary assets and serves individuals, high-net-worth clients, and trusts. The firm specializes in long-term, value-oriented stock selection combined with tactical and strategic asset allocation, offering tailored portfolios and educational workshops.

General retirement planning Wealth management Passive / index investing
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Todd H

Series 65

Grand Island, NE

Brokerage Specialists

Todd Hoins is a financial advisor with Brokerage Specialists in Grand Island, NE, holding a Series 65 designation and eight years of industry experience. He has been associated with Brokerage Specialists, Inc. since 1996 and currently manages Brokerage Specialist, LLC, where he also serves as an insurance agent. Brokerage Specialists is a fee-based financial planning and investment management firm offering discretionary and non-discretionary portfolio management, financial planning, and ERISA 3(21) retirement-plan advisory services to individuals, charities, and business entities. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerances, and frequently conducts public educational seminars and workshops at no charge.

Retirement income strategy General estate planning guidance Cash flow / budgeting College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner
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Mitchell S

Series 63, Series 65

Grand Island, NE

Spiehs Wealth Management, Inc.

Mitchell Spiehs is the principal of SPIEHS Wealth Management, Inc., an independent firm based in Grand Island, Nebraska. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at AE Wealth Management, LLC and Gradient Advisors, LLC. Outside of advisory work, he manages SPIEHS Farm, a family farming operation active since 1984. SPIEHS Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm tailors investment programs to client goals, time horizons, and risk tolerances using fundamental and technical analysis and may utilize third-party sub-advisors for portfolio management.

Medicare planning
user avatar

Shawn H

CFP®, Series 63, Series 65

Grand Island, NE

FIT Wealth

Shawn Hanquist is a financial advisor with FIT Wealth in Grand Island, Nebraska, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has worked at firms including Wells Fargo Clearing and Securities America. Hanquist is also involved with Hanquist Holdings, LLC. FIT Wealth offers discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm employs a strategic, model-based investment approach that incorporates global asset allocation and a defined risk Dynamic Portfolio Strategy.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
user avatar

Amanda H

Series 63, Series 65

Grand Island, NE

FIT Wealth

Amanda Hanquist is a financial advisor at FIT Wealth with credentials including Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at State Farm Investment Management Corp and Farmers Insurance Group. She has also been involved with Envision Nutrition and Fit CFO, LLC. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services to individuals, high-net-worth clients, and business entities. The firm utilizes strategic, model-based portfolio management combined with a Dynamic Portfolio Strategy and often engages third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
user avatar

Hunter H

Series 65

Grand Island, NE

FIT Wealth

Hunter Hanquist is a financial advisor at FIT Wealth with a Series 65 credential and one year of industry experience. Prior to joining FIT Wealth, he worked at Sportsman’s Warehouse for two years and has been a full-time student for an extended period. FIT Wealth provides discretionary asset management, financial planning, and retirement-plan fiduciary services for individuals, high-net-worth individuals, and business entities. The firm uses a combination of strategic, model-based portfolio management and a Dynamic Portfolio Strategy, often employing third-party managers and co-advisors to implement client portfolios.

Options & derivatives strategies Tax-loss harvesting Roth conversion strategy Retirement withdrawal strategies Founder/Business Owner
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