Matthew
Flesch

Allstate Financial Advisors, LLC

CRD#3190863
Investment Advisor
in Matthews, NC

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About this Advisor

Matthew Flesch is a financial advisor working in Matthews, North Carolina who has 11 years of industry experience. Flesch is an employee of Allstate Financial Advisors, LLC. Their career trajectory has included roles at Allstate Insurance Co, Everquote, Matthew Flesch Agency, LLC and Benefits Blvd Corp. Flesch maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Allstate Financial Advisors, LLC is an advisory firm operating out of Lincoln, NE. The firm has offices in 39 locations and a total of 335 advisors. It manages $29 million in assets under management across its 139 accounts, placing it among the smaller financial advisory firms in the country by assets under management. The business offers selection of other advisers. Financial advisory fee schedules typically vary depending on which service is provided. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

5943 Weddington Monroe Rd Ste C102
Matthews, NC 28104-6287

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

NC Average: 226
Total Number of Accounts

139

NC Average: 7,467
Average Account Size

$205,173

NC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Matthew Flesch Work History

Matthew has been registered as a financial advisor for 11 years.*

2022 - Present (2 years)

Matthew Flesch Agency, LLC

2012 - Present (12 years)

Allstate Insurance Co

2018 - 2020 (2 years)

Benefits Blvd Corp

2016 - 2017 (1 year)

Everquote

*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 Matthew Flesch 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

Shannon Wiatrek
Lincoln, NE
Kevin Taalman
Northbrook, IL
Jamaal Moore
Sugar Land, TX
Trish Le
San Francisco, CA
Joseph Mcdonough
Las Vegas, NV
Joseph Beranger
Ventura, CA
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

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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