Allstate Financial Advisors, LLC

RIASEC RegisteredEst. 2007
Total AUM
$142M
Discretionary
$0
0% of AUM
Avg account
$289K
Accounts
493
Employees
341
Advisory reps
332

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 non-independent retail registered investment adviser operating as an LLC since its SEC registration in 2007. The firm identifies as a capital allocator that serves individual and family clients across multiple states and reports an advisory focus on selecting other advisers rather than running concentrated discretionary portfolios itself. Its reported business mix includes broker-dealer and insurance-company affiliations and roles as sponsor/GP/managing member of pooled investment vehicles, indicating distribution and product-sponsorship/linkage to insurance and broker-dealer channels. The firm does not report active ESG investing and is not positioned as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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%

Contacts

3 of 332
  • William Witzke

    William Witzke

    Insurance AgentCRD 1972624

  • Richard Shively

    Richard Shively

    Financial RepresentativeCRD 5057778

  • Jeremy Burhorn

    Jeremy Burhorn

    Licensed Sales ProducerCRD 7707399

Unlock 329 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth