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 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
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
Suzanne Dwyer
President, CEOCRD 1452932

Mariella Nelson
CEOCRD 2001094

Gina Eubanks
President, CEOCRD 4101830
Contacts
3 of 4024
Robert Karaya
Personal Financial RepresentativeCRD 5658539
Ron Greenfield
Financial RepresentativeCRD 5668960

Mark Yang
Insurance AgentCRD 5690400
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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