Allstate Financial Advisors, LLC
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Learn more about Allstate Financial Advisors, LLC
Overview
Allstate Financial Advisors, LLC operates as a financial advisory company that has its headquarters in Lincoln, Nebraska. It oversees $28.5 million in total assets over 139 client accounts. The company has a large group, including 0 financial advisor. Allstate Financial Advisors, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, options and stocks.
Allstate Financial Advisors, LLC manages zero of the firm's accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by a portfolio manager without needing to seek the client's authorization. Allstate Financial Advisors, LLC also has 139 non-discretionary accounts totaling $28.5 million in assets. The investment advisory firm supervises an average of $205,173 for each client account.
The company's headquarters is at 2920 So 84Th Street, Lincoln, Nebraska 68506. Allstate Financial Advisors, LLC is legally registered to provide services to customers throughout 49 U.S. states and territories.
Assets Under Management
Disclosures
Office Location
Allstate Financial Advisors, LLC by the Numbers
$28.5 million
335
139
$205.2 thousand
Products and Services
Financial services that Allstate Financial Advisors, LLC provides include selection of other advisers. However, the company did not provide any of its customers with financial planning services in the prior financial year. It is not involved in selling products or offering services aside from investment advice to its investment advisory clients. The firm is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on the type of services offered. Fees charged by the company typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Allstate Financial Advisors, LLC.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It works with retail investors. Out of its 139 accounts, Allstate Financial Advisors, LLC's largest client is retail investors. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Allstate Financial Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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