Allstate Financial Services, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
4,052
Avg account
$0

Firm details

Headquarters
Lincoln, Nebraska
CRD number
18272
Registered since
September 12, 1986

Firm profile

FINTRX

Overview

Allstate Financial Services, LLC is organized as a limited liability company and is classified as an insurance broker-dealer. The entity is SEC-registered (original registration in 1986) and listed ownership as a domestic entity and individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The dataset does not include detail on specific business lines, advisory services, client segments, or fee arrangements. It is also not listed as a multi-state adviser, a pension consultant, or as a related adviser to another registered manager.

Assets & Accounts

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

Owners & executives

3 of 8
  • Timothy Taylor-Christensen

    Timothy Taylor-Christensen

    Chief Executive OfficerCRD 6835077

  • Kathryn Wedemeyer

    Kathryn Wedemeyer

    CEO/OwnerCRD 5914843

  • Ewan Williamson

    Ewan Williamson

    Owner & CEOCRD 5600884

Unlock 5 more executives

Contacts

3 of 4044
  • Matthew Smith

    Matthew Smith

    Insurance AgentCRD 6590390

  • Matthew Scheffler

    Matthew Scheffler

    Insurance AgentCRD 6608182

  • Travis Everette

    Travis Everette

    Agency OwnerCRD 6313291

Unlock 4041 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