Allen Capital Group, LLC

Chad Sheffield is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Five Points Bank for 21 years. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm emphasizes individualized, generally long-term investment strategies implemented on a discretionary basis and manages approximately $1.22 billion in discretionary assets.

Trevor Stevens is a financial advisor at Allen Capital Group, LLC in Grand Island, Nebraska, holding a Series 65 designation with two years of industry experience. Prior to joining Allen Capital Group, he was a student for 18 years. 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 based on fundamental analysis, using a combination of active and passive mutual funds, ETFs, options strategies, and third-party bond management.

Blake Thiele is a financial advisor at Allen Capital Group, LLC with one year of industry experience. He holds the Series 65 designation and has worked at several firms, including Matter Family Office, Five Points Financial Services, Citigroup, and Charles Schwab. Allen Capital Group, LLC is a multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term, fundamental analysis approach supplemented by short-term strategies and offers a range of services including discretionary investment management, financial planning, estate planning facilitation, and tax preparation through an affiliated CPA practice.

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.

Philip Mcbride is a CFP® with 19 years of industry experience and has been with Allen Capital Group, LLC since 2014. He holds a Series 66 license and works out of Grand Island, NE. Allen Capital Group, LLC is an SEC-registered wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term fundamental analysis approach with flexibility for short-term strategies, offering discretionary investment management, financial planning, estate planning facilitation, and affiliated tax and trust services.

Bradley Feik is a CFP® and holds a Series 65 license. He has three years of industry experience and has worked at Allen Capital Group, LLC since 2022. Prior to joining the firm, he was employed in various public school districts from 2016 to 2022. Allen Capital Group, LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term, fundamental investment approach with discretionary management and offers additional services including financial planning, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administrative services.

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.

Daniel Conroy is a financial advisor at Allen Capital Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allen Capital Group since 2017, with prior roles at D.A. Davidson & Co. and Wells Fargo Bank NA. Allen Capital Group is a multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term fundamental investment approach combined with tactical strategies and offers a range of services including discretionary investment management, financial planning, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administration.

Michael Tuttle is a financial advisor with Allen Capital Group, LLC in Ogallala, NE. He holds a Series 65 designation and has over 20 years of experience in accounting, having worked at Johnson Bergmeir Wolf & Cipperly, CPAs PC from 2002 to 2024 before joining Allen Capital Group in 2025. Outside of his advisory role, he is involved in several business activities including accounting duties for Epic Eats LLC and sole ownership of Big League Lawn Care LLC. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary investment approach focused on individualized, long-term strategies using a mix of equities, mutual funds, ETFs, options, and bond management, and it offers additional services including financial planning, tax preparation through an affiliate, and trust administration.

Pamela Korth is a financial advisor at Allen Capital Group, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Allen Capital Group since 2018, following four years at Mariner Wealth Advisors. Allen Capital Group provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a discretionary, long-term investment approach using fundamental equity analysis, a combination of active and passive funds, options strategies, and third-party bond management.

Sarah Havermann is a financial advisor at Allen Capital Group, LLC in Grand Island, NE, holding a Series 65 designation. She has one year of experience at Allen Capital Group and previously worked for seven years at Sandhills State Bank and six years at Western States Bank, formerly Valley Bank and Trust. Allen Capital Group, LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm offers discretionary investment management, financial planning, retirement plan advisory, estate planning facilitation, tax preparation through an affiliated CPA practice, and trust administrative services.

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.

Benjamin Hanssen is a CFP® professional with 14 years of experience who currently works at Allen Capital Group, LLC. His background includes roles at First Investments and Planning, Raymond James Financial Services, and First National Bank of Omaha. Outside of financial advising, he has experience in the hospitality industry, having worked at Rivals Bar and Grill and other similar establishments. Allen Capital Group, LLC is a multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term, fundamental investment approach supplemented with short-term strategies and offers a range of services including discretionary investment management, financial planning, estate planning facilitation, tax preparation, and trust administration.

Blake Kokes is a financial advisor at Allen Capital Group, LLC with a Series 65 credential and two years of industry experience. He has been with Allen Capital Group since 2024. Allen Capital Group, LLC is a multi-advisor wealth management firm serving individuals, qualified retirement plans, trusts, charitable organizations, and private fund investors. The firm employs a long-term fundamental analysis investment approach combined with short-term strategies and offers services including discretionary investment management, financial planning, estate planning facilitation, tax preparation, and trust administration.

Allison Horak is a CFP® with six years of industry experience, currently serving at Allen Capital Group, LLC. Her prior roles include positions at Novem Group, American Portfolios Financial Services, Inc., and Five Points Bank. She is a board member of the Northwest Education Foundation and serves as president of the Hall County 4-H Council. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds, managing approximately $1.22 billion in discretionary assets. The firm employs individualized, long-term investment strategies combining fundamental equity analysis with active and passive funds, options, and third-party bond management.