Allison Marie Horak
Investment adviser representative at Allen Capital Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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
11 years in the industry.
- Allen Capital Group, LLCApr 2021 to now
- Novem GroupFeb 2020 to Apr 2021
- American Portfolios Financial Services, IncMay 2018 to Apr 2021
- Novem GroupMay 2018 to Jan 2020
- Five Points BankNov 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6953715
- Firm CRD
- 135879