Allen Capital Group Employee Directory

Financial ServicesNebraska, United States11-50 Employees

Allen Capital Group      Investment | Trust | Tax
A comprehensive financial planning firm specializing in portfolio management and estate planning, serving:
➤ Individuals
➤ Businesses
➤ Trusts
➤ Foundations
➤ Pensions

Investment Philosophy
Our approach is simple, but our strategies are advanced. We focus on managing risk to achieve capital appreciation through capital preservation by:
➤ Minimizing downside volatility to protect assets
➤ Aligning portfolios with clients’ risk tolerance
➤ Ensuring long-term financial growth

Estate Planning Services
We provide exceptional service to ensure your family’s financial security:
➤ Identifying the right estate planning tools and documents
➤ Collaborating with experienced attorneys for legal drafting
➤ Managing trust funding and ensuring proper asset ownership
➤ Continuously tracking assets for long-term effectiveness

Why Choose Us?
➤ We are an independent firm, free from bank or brokerage affiliations
➤ We offer objective, client-first financial guidance
➤ We help clients build, protect, and preserve wealth

Find Allen Capital Group employees' phone numbers or email addresses

Allen Capital Group Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

Allen Capital Group's Leadership

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    T. P.
    Chief Investment Officer
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    J. N.
    Chief Financial Officer
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    M. A.
    President
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    P. F.
    President
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    B. A.
    Founder & Ceo
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    M. S.
    Director Of Development
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    S. W.
    Managing Director, Senior Wealth Advisor
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    K. K.
    Director Of Retirement Plan Solutions | Principal
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Contact profiles from Allen Capital Group

Name
Title
Contact Info
Location
Last Update
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    P. K.
    Senior Wealth Advisor
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    United StatesNebraska
    Dec 01, 2025
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    R. K.
    Senior Wealth Advisor
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    United StatesNebraska
    Dec 01, 2025
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    S. W.
    Principal
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    United StatesNebraska
    Dec 01, 2025
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    P. M.
    Senior Wealth Advisor
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    United States
    Nov 18, 2025
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    B. H.
    Wealth Advisor
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    United StatesNebraska
    Dec 01, 2025
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    T. S.
    Trading Specialist
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    United StatesNebraska
    Dec 01, 2025
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    B. H.
    Investment Analyst
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    United StatesNebraska
    Dec 01, 2025
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    A. H.
    Wealth Advisor
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    United StatesNebraska
    Dec 01, 2025
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    B. K.
    Wealth Advisor
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    United StatesNebraska
    Dec 01, 2025
  • Stylized image of a person
    D. M.
    Wealth Advisor
    Phone icon
    United StatesNebraska
    Dec 01, 2025

Frequently Asked Questions

What is Allen Capital Group known for?

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Allen Capital Group was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 3540 Prairieview Street, Suite 200; you can contact the main corporate office by phone at . Explore Allen Capital Group's company overview page for more information.

What is Allen Capital Group's most common email format?

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Allen Capital Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Allen Capital Group email formats with LeadIQ.

How many employees does Allen Capital Group have currently?

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Allen Capital Group has approximately 33 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Allen Capital Group's key employees and leadership?

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As of December 2025, Allen Capital Group's key employees include:

  • Chief Investment Officer: T. P.
  • Chief Financial Officer: J. N.
  • President: M. A.
  • President: P. F.
  • Founder & Ceo: B. A.

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