Dane
Broadie

Allstate Financial Advisors, LLC

CRD#5958437
Investment Advisor
in Overland Park, KS

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About this Advisor

Dane Broadie is a financial advisor working out of Overland Park, Kansas, with 3 years of relevant experience. Broadie is an employee of Allstate Financial Advisors, LLC. During their career, the advisor has held roles at Equity Services, Inc, National Life Insurance Company, Lpl Financial, Legacy Financial Strategies, LLC and Allstate Financial Services. Broadie has Series 66 and Series 63 licenses, designating them as a securities broker, and is approved to serve investors in Kansas. Allstate Financial Advisors, LLC is a financial advisory company based out of Lincoln, NE. The firm has offices in 39 locations and a total of 335 employees. It has $29 million in total assets between its 139 customer accounts, placing it among the smaller financial advisory firms in the country by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Financial advisory fee schedules are based on which services are provided. However, fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

3 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

11808 Quivira Rd
Overland Park, KS 66210-1371

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

KS Average: 226
Total Number of Accounts

139

KS Average: 7,467
Average Account Size

$205,173

KS Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Dane Broadie Work History

Dane has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Allstate Financial Services

2017 - 2019 (2 years)

Legacy Financial Strategies, LLC

2014 - 2017 (3 years)

Lpl Financial

2011 - 2014 (3 years)

Equity Services, Inc

2011 - 2014 (3 years)

National Life Insurance Company

*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 Dane Broadie 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

Robert Sorensen
Chico, CA
Spencer Miller
Los Angeles, CA
Trish Le
San Francisco, CA
Neetaben Patel
Grayson, GA
Kevin Taalman
Northbrook, IL
Tracey Hurst
St Johns, FL
Annie Cronin
Daly City, CA
Jamaal Moore
Sugar Land, TX

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.

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