Allstate Financial Services, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
4,033
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 in the dataset as an insurance broker-dealer rather than a traditional registered investment adviser or capital allocator. The firm has been SEC-registered since 1986 and is listed with an owner structure described as a combination of a domestic entity and individuals. The FINTRX snapshot characterizes the business primarily around insurance distribution and related brokering activity, not discretionary portfolio management. The profile data indicates several constraints on investment activity: the firm is not identified as a capital allocator, it is not flagged as an active ESG investor, and it does not operate as a multi-state adviser or pension consultant per the record. Those attributes suggest its core role is product distribution through an agent and broker network rather than operating an in-house asset management or alternatives program.

Assets & Accounts

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

Owners & executives

3 of 9
  • Suzanne Dwyer

    Suzanne Dwyer

    President, CEOCRD 1452932

  • Mariella Nelson

    Mariella Nelson

    CEOCRD 2001094

  • Gina Eubanks

    Gina Eubanks

    President, CEOCRD 4101830

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Contacts

3 of 4024
  • Robert Karaya

    Robert Karaya

    Personal Financial RepresentativeCRD 5658539

  • Ron Greenfield

    Financial RepresentativeCRD 5668960

  • Mark Yang

    Mark Yang

    Insurance AgentCRD 5690400

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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