ALLSTATE FINANCIAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 1986

Total AUM

—

Advisory reps

4,128

Avg account

$0

Firm details

Headquarters: LINCOLN, Nebraska
CRD number: 18272
Registered since: September 12, 1986
Website: www.allstate.com

Firm profile

FINTRX

Overview

Allstate Financial Services, LLC is organized as a limited liability company and is classified in the dataset as an insurance broker-dealer. The firm has been registered with the SEC since 1986. Ownership is recorded as a domestic entity and an individual. The available records do not characterize the firm as a capital allocator or as a multi-state investment adviser, and it is not identified as an active ESG investor or a pension consultant. The information provided does not describe advisory or discretionary investment activities; the profile in the source appears oriented to brokerage and distribution rather than asset management or institutional consulting.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 9

Timothy Taylor-Christensen
Chief Executive OfficerCRD 6835077
KATHRYN Wedemeyer
CEO/OwnerCRD 5914843
EWAN WILLIAMSON
Owner & CEOCRD 5600884

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Contacts

3 of 4119

Matthew Smith
Insurance AgentCRD 6590390
Matthew Scheffler
Insurance AgentCRD 6608182
TRAVIS EVERETTE
Agency OwnerCRD 6313291

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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