ChooseAFinancialAdvisor.com
Advisors / Nebraska / Grand Island
11yrs

Brian E Harmon

Financial advisor at Allen Capital Group

Grand Island, NE 68803CFP®
Call the officeDirections

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
Office3540 Prairieview Street Suite 200, Grand Island, NE 68803
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Allen Capital Group

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2023 – now
    Allen Capital Group, LLCCurrent firm

Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Brian

How do I contact Brian?

Call Allen Capital Group at 308-385-1500 and ask for Brian E Harmon. Brian works from the Grand Island, NE office.

How long has Brian been a financial advisor?

Brian has been in the industry since 2015, about 11 years. 11 years in the industry.

What licenses does Brian hold?

Series 63. Tap any license on this page to see what it allows.

Is Brian a fiduciary?

Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Brian paid?

Allen Capital Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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