RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Shane Tyler Wissmann
- Business email
- shane@allencapgroup.comreportedallencapgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Allen Capital Group, LLC independent RIA currentsince Jan 9, 2019 · Grand Island, Ne
- Novem Group independent RIAJan 2, 2015 to Jan 4, 2019 · Grand Island, Ne
- Regal Investment Advisors LLC BD affiliatedJul 11, 2011 to Dec 31, 2014 · Grand Island, Ne
- American Portfolios Advisors, Inc formerMay 21, 2010 to Jul 5, 2011 · Holbrook, Ny
- Sagepoint Financial, Inc. formerJul 10, 2009 to May 5, 2010 · Grand Island, Ne
- Novem Group to Allen Capital Group, LLCleft Jan 4, 2019, registered Jan 9, 2019 (5 days) · RIA to RIA
- Regal Investment Advisors LLC to Novem Groupleft Dec 31, 2014, registered Jan 2, 2015 (2 days) · Other
- American Portfolios Advisors, Inc to Regal Investment Advisors LLCleft Jul 5, 2011, registered Jul 11, 2011 (6 days) · Other
- Sagepoint Financial, Inc. to American Portfolios Advisors, Incleft May 5, 2010, registered May 21, 2010 (16 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address