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Sarah Lynn Havermann

Investment Adviser Representative at ALLEN CAPITAL GROUP, LLC

Ogallala, NECRD #8214170Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Nebraska
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/13/2026

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Account minimum: $200,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Allen Capital Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ALLEN CAPITAL GROUP, LLCCurrent
5/14/2026Ogallala, NE

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sarah Lynn Havermann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Sarah Lynn Havermann - Financial Advisor in Ogallala, NE | AdvisorFinder