Steven Philip Cahoy
Investment adviser representative at Allen Capital Group, LLC
17 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
17 years in the industry.
- Allen Capital Group, LLCFeb 2021 to now
- Northwestern Mutual Life Insurance CompanyFeb 2020 to now
- Northwestern MutualFeb 2020 to Nov 2021
- ZimmerMay 2018 to Feb 2020
- UnemployedJan 2012 to May 2018
- StudentAug 2009 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
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
- 7223423
- Firm CRD
- 135879