Shane Tyler Wissmann
Investment adviser representative at Allen Capital Group, LLC
17 yearsExperience
1 stateRegistered in
$1.5BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Allen Capital Group, LLCDec 2018 to now
- Five Points BankMay 2009 to now
- Apfs Wealth Management, Inc.Nov 2014 to Dec 2018
- American Portfolios Financial Services, Inc.May 2010 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NE).
Allen Capital Group, LLC
$1.5BAssets managed
2,274Clients
22Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5667984
- Firm CRD
- 135879