Kevin
Klipp

Allstate Financial Advisors, LLC

CRD#5318834
Investment Advisor
in Jacksonville, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kevin Klipp is a financial advisor who works in Jacksonville, Florida, who has 9 years of industry experience. Klipp is on the advisory team at Allstate Financial Advisors, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith, Allstate Insurance Co and Financial Foundations LLC. Klipp has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Florida. Allstate Financial Advisors, LLC is a financial advisory company based in Lincoln, NE. The company has offices in 39 locations and a total of 335 financial advisors. It controls $29 million in total assets among its 139 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. The firm provides selection of other advisers. A financial advisor's fee schedules largely vary depending on which services the firm provides the client. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

4540 Southside Blvd Ste 902A
Jacksonville, FL 32216-5481

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

FL Average: $1,978,216,465
Total Number of Employees

335

FL Average: 226
Total Number of Accounts

139

FL Average: 7,467
Average Account Size

$205,173

FL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Kevin Klipp Work History

Kevin has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Allstate Insurance Co

2014 - Present (10 years)

Financial Foundations LLC

2007 - 2014 (7 years)

Merrill Lynch, Pierce, Fenner & Smith

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Klipp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Kevin Taalman
Northbrook, IL
Benjamin Alcid
Rockville, MD
John Saulpaw
Saint George, UT
Joseph Beranger
Ventura, CA
Jamaal Moore
Sugar Land, TX
Thomas Caffrey
Hilton Head Island, SC
Annie Cronin
Daly City, CA
Trish Le
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started