Michael
Lobeck

Allstate Financial Advisors, LLC

CRD#2028419
Investment Advisor
in Elkhart, IN

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About this Advisor

Michael Lobeck is a financial advisor based in Elkhart, Indiana, working with Allstate Financial Advisors, LLC. Michael has previously held positions at Raymond James & Associate, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Centier Bank, Cuna Brokerage Services, Inc, Cuna Mutual Group, Notre Dame Federal Credit Union, Lpl Financial LLC, Equitable Advisors LLC, and Allstate. Michael has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Michael is part of Allstate Financial Advisors, LLC, which operates out of Elkhart, Indiana. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 65, Series 63, Series 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

23987 Us Highway 33
Elkhart, IN 46517-3508

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

IN Average: 226
Total Number of Accounts

189

IN Average: 7,467
Average Account Size

$328,756

IN Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Michael Lobeck Work History

2023 - Present (2 years)

Allstate

2021 - 2023 (2 years)

Equitable Advisors LLC

2018 - 2021 (3 years)

Notre Dame Federal Credit Union

2018 - 2021 (3 years)

Lpl Financial LLC

2017 - 2018 (1 year)

Cuna Brokerage Services, Inc

2017 - 2018 (1 year)

Cuna Mutual Group

2015 - 2017 (2 years)

Cetera Investment Services LLC

2015 - 2017 (2 years)

Cetera Investment Advisers LLC

2015 - 2017 (2 years)

Centier Bank

2013 - 2015 (2 years)

Raymond James & Associate

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Disclosures

Please visit the SEC profile of Michael Lobeck 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

Marlen Osadchy
Brooklyn, NY
James Makal
Bloomsburg, PA
Stephen Demaio
Bethpage, NY
Trish Le
Burlingame, CA
Suzanne Nitzberg
Roslyn, NY
Patrick Hamilton
Mount Prospect, IL
Travis Work
Omaha, NE
Brian Streem
Debary, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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