ALLSTATE FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 2007
Total AUM
$142M
Discretionary
$0
0% of AUM
Avg account
$289K
Accounts
493
Employees
341
Advisory reps
337

Firm details

Headquarters
LINCOLN, Nebraska
CRD number
109524
Registered since
November 21, 2007
Fee structure
Other
Client types
  • Individuals100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Allstate Financial Advisors, LLC is a multistate advisory business registered with the SEC since 2007 that primarily serves individual and family clients. The firm operates as a capital allocator and provides advisory services through a selection-of-other-advisers model, meaning it sources and places client capital with external managers rather than running all strategies in-house. Filings show the firm has affiliations across several industry roles, including broker‑dealer and insurance company activities, and it has acted as a sponsor or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and reports a fee structure classified as “Other.”

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 88%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 3%88%
  • Exchange Traded Equities88%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • James Jones

    Chief Compliance OfficerCRD 2468009

Contacts

3 of 336
  • WILLIAM WITZKE

    Insurance AgentCRD 1972624

  • Richard Shively

    Financial RepresentativeCRD 5057778

  • Jeremy Burhorn

    Licensed Sales ProducerCRD 7707399

Unlock 333 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LINCOLN, NE

LANCASTER

Location

LINCOLN, NE

Headquartered in LINCOLN, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area
Lincoln-Beatrice, NE
Region
Midwest
County
LANCASTER
Address
151 N 8th St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth