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 organized as a limited liability company and is registered with the SEC since 1986. Its regulatory classification is an insurance broker-dealer rather than a registered investment adviser or capital allocator. Public data shows the entity is not identified as an active ESG investor, not a multi-state adviser, and not a pension consultant. Information on specific advisory activities, fee arrangements, or client segments was not provided.
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 8
Timothy Taylor-Christensen
Chief Executive OfficerCRD 6835077
Kathryn Wedemeyer
CEO/OwnerCRD 5914843
Ewan Williamson
Owner & CEOCRD 5600884
Contacts
3 of 4041
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
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