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 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
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 323
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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