Allstate Financial Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3,910
Avg account
$0

Firm details

Headquarters
Lincoln, Nebraska
CRD number
18272
Registered since
September 12, 1986

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 is identified as having domestic entity and individual ownership. It is not characterized as a capital allocator, and the profile does not indicate activity as an ESG investor. Several advisor-related flags are negative in the source — the firm is not listed as a multi-state adviser, is not marked as newly formed, and is not designated as a pension consultant or related adviser.

Assets & Accounts

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

Owners & executives

3 of 9
  • Suzanne Dwyer

    Suzanne Dwyer

    President, CEOCRD 1452932

  • Mariella Nelson

    Mariella Nelson

    CEOCRD 2001094

  • Gina Eubanks

    Gina Eubanks

    President, CEOCRD 4101830

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Contacts

3 of 3901
  • Robert Karaya

    Robert Karaya

    Personal Financial RepresentativeCRD 5658539

  • Ron Greenfield

    Financial RepresentativeCRD 5668960

  • Mark Yang

    Mark Yang

    Insurance AgentCRD 5690400

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Wealth teams

FINTRX

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