Allstate Financial Advisors, LLC

RIASEC Registered
Total AUM
$142M
Discretionary
$0
0% of AUM
Avg account
$289K
Accounts
493
Employees
341
Advisory reps
323

Firm details

Headquarters
Lincoln, Nebraska
CRD number
109524
Registered since
November 21, 2007
Fee structure
Other
Client types
  • Individuals100%
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Allstate Financial Advisors, LLC is a limited liability company that operates as a non-independent retail registered investment adviser. The firm is SEC-registered (registration year 2007) and identifies individuals and families as its primary client base. Its advisory activity emphasizes selection of other advisers, and it is designated as a capital allocator — indicating the firm directs client capital to external managers or products rather than relying solely on proprietary strategies. The firm reports a non-standard fee structure and does not self-identify as an active ESG investor. It also operates across multiple states and maintains affiliations with broker‑dealer and insurance company channels, and with entities that act as sponsors or managing members of pooled investment vehicles.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 88%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 3%88%
  • Exchange Traded Equities88%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents3%

Contacts

3 of 323
  • Robert Karaya

    Robert Karaya

    Personal Financial RepresentativeCRD 5658539

  • Ron Greenfield

    Financial RepresentativeCRD 5668960

  • Mark Yang

    Mark Yang

    Insurance AgentCRD 5690400

Unlock 320 more contacts →

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