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 multistate advisory business registered with the SEC since 2007 that primarily serves individual and family clients. The firm operates as a capital allocator and provides advisory services through a selection-of-other-advisers model, meaning it sources and places client capital with external managers rather than running all strategies in-house. Filings show the firm has affiliations across several industry roles, including broker‑dealer and insurance company activities, and it has acted as a sponsor or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor and reports a fee structure classified as “Other.”
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%
Owners & executives
1 of 1James Jones
Chief Compliance OfficerCRD 2468009
Contacts
3 of 336WILLIAM 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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