Allstate Financial Services, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 18272
- Registered since
- September 12, 1986
- Website
- www.allstate.com
Firm profile
FINTRXOverview
Allstate Financial Services, LLC is structured as a limited liability company that operates as an insurance broker-dealer. The firm’s regulatory record dates back to 1986. Ownership is listed as a combination of domestic entities and individuals. Its profile indicates the organization functions as a distribution and insurance intermediary rather than a discretionary asset allocator: it is not identified as a capital allocator, is not active on ESG investing, and is not presented as a multi-state investment adviser or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 9
Timothy Taylor-Christensen
Chief Executive OfficerCRD 6835077
Kathryn Wedemeyer
CEO/OwnerCRD 5914843
Ewan Williamson
Owner & CEOCRD 5600884
Contacts
3 of 4103
Matthew Smith
Insurance AgentCRD 6590390
Matthew Scheffler
Insurance AgentCRD 6608182
Travis Everette
Agency OwnerCRD 6313291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Ameritas Investment Company, LLC
Broker-DealerLincoln, NE
Axos Clearing LLC
Broker-DealerOmaha, NE
Mutual Of Omaha Investor Services, Inc.
Broker-DealerOmaha, NE
Teckmeyer Financial Services, L.L.C.
Broker-DealerOmaha, NE
Weitz Securities, Inc.
Broker-DealerOmaha, NE
Northern Lights Distributors, LLC
Broker-DealerElkhorn, NE