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Randal K

Series 63, Series 65

Omaha, NE

Allen Capital Group, LLC

Randal Korth is a financial advisor at Allen Capital Group, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Allen Capital Group since 2018. Prior to that, he was with Montage Securities, LLC and Mariner Wealth Advisors, LLC. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach using fundamental equity analysis, a mix of active and passive funds, options strategies, and third-party bond management.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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Travis P

CFP®, Series 63, Series 65

Omaha, NE

Allen Capital Group, LLC

Travis Portwood is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Allen Capital Group, LLC since 2018. His prior experience includes roles at Montage Securities, LLC and Mariner Wealth Advisors. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach combining fundamental equity analysis with active and passive strategies, and manages approximately $1.22 billion in discretionary assets.

Retirement income strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner
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