Sarah Lynn Havermann
Investment adviser representative at Allen Capital Group, LLC
13 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
13 years in the industry.
- Allen Capital Group, LLCJan 2026 to now
- Sandhills State BankJan 2019 to Jan 2026
- Western States Bank, Fka, Valley Bank and TrustFeb 2013 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8214170
- Firm CRD
- 135879