Steve Wilbur
- Role
- Managing Director, Senior Wealth Advisor at Allen Capital Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Steve Wilbur
I have been a financial advisor for 20 years, and work with individuals who believe in…
Experience
Managing Director, Senior Wealth Advisor
Sep 2017 — Present
Allen Capital Group is a Wealth Management Firm offering clients unbiased portfolio management, estate planning, tax planning and preparation, and risk management services. Our team of experienced financial service professionals is dedicated to the highest level of service for our clients. We believe that our brand is only as good as our employees, which is why we take great pride in them. Our team holds 9 professional designations including three CFP®’s, two CPA’s, a CFA Charter holder, a PFS, a ChFC, and a CLU. As an Independent Registered Investment Advisor (RIA), we work only for our clients. Client service is our specialty, and we take pride in being free of conflict and upholding our fiduciary duty.
Skills
- Asset Allocation
- Financial Advisory
- Investments
- Series 7
- Asset Management
- Series 63
- Retirement Planning
- Securities
- Finance
- Investment Selection
- Investment Strategies
- Financial Services
- Mutual Funds
- Wealth
- Wealth Management
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