Allstate Financial Advisors, LLC
Firm details
- Headquarters
- Lincoln, Nebraska
- CRD number
- 109524
- Registered since
- November 21, 2007
- Website
- www.allstate.com
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Allstate Financial Advisors, LLC is a non-independent retail registered investment adviser operating as an LLC since its SEC registration in 2007. The firm identifies as a capital allocator that serves individual and family clients across multiple states and reports an advisory focus on selecting other advisers rather than running concentrated discretionary portfolios itself. Its reported business mix includes broker-dealer and insurance-company affiliations and roles as sponsor/GP/managing member of pooled investment vehicles, indicating distribution and product-sponsorship/linkage to insurance and broker-dealer channels. The firm does not report active ESG investing and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents3%
Contacts
3 of 332
William Witzke
Insurance AgentCRD 1972624

Richard Shively
Financial RepresentativeCRD 5057778

Jeremy Burhorn
Licensed Sales ProducerCRD 7707399
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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