Brian Harmon

Brian Harmon serves as an Investment Analyst at Allen Capital Group, LLC, based in Omaha, NE, where he is responsible for investment research and portfolio management. His role involves analyzing market trends, evaluating investment opportunities, and helping design strategies for client portfolios, leveraging his expertise across traditional asset classes like equities and fixed income.

Prior to his current position, Brian worked as a Trading Specialist at Allen Capital Group, gaining operational and transactional experience with securities, and served as an AML Analyst at COR Clearing LLC, where he specialized in compliance and risk management within the financial industry. His varied background provides him with a multifaceted understanding of both investment analysis and operational best practices.

Brian holds a Bachelor of Science in Community Health from The University of Kansas and is a CERTIFIED FINANCIAL PLANNER™. He is an active member of the Financial Planners Association (FPA) of Nebraska. His significant contributions include enhancing portfolio construction and research for a broad client base, with a focus on equities, fixed income, and diversified asset allocation.