Stephen
Buckman

Allstate Financial Advisors, LLC

CRD#6249373
Investment Advisor
in Cincinnati, OH

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About this Advisor

Stephen Buckman is a financial advisor based in Cincinnati, Ohio, working with Allstate Financial Advisors, LLC. Stephen has previously held positions at Sagepoint Financial, Transamerica Financial Advisors, Inc, Transamerica Agency Network, Aig, Mutual Of Omaha Investor Services Inc, Mutual Of Omaha, The Buckman Agency, Allstate Insurance Co, Sb Investments, and Buckman Consulting. Stephen has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Stephen is part of Allstate Financial Advisors, LLC, which operates out of Cincinnati, Ohio. 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 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

9361 Montgomery Rd Ste E
Cincinnati, OH 45242-7738

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

OH Average: 226
Total Number of Accounts

189

OH Average: 7,467
Average Account Size

$328,756

OH Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Stephen Buckman Work History

2021 - Present (3 years)

The Buckman Agency

2021 - Present (3 years)

Allstate Insurance Co

2021 - 2022 (1 year)

Buckman Consulting

2017 - 2017 (< 1 year)

Transamerica Financial Advisors, Inc

2017 - 2020 (3 years)

Mutual Of Omaha Investor Services Inc

2017 - 2020 (3 years)

Mutual Of Omaha

2016 - 2017 (1 year)

Transamerica Agency Network

2016 - 2022 (6 years)

Sb Investments

2013 - 2016 (3 years)

Sagepoint Financial

2000 - 2016 (16 years)

Aig

Disclosures

Please visit the SEC profile of Stephen Buckman 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

Matthew Walsh
Lincoln, NE
Peter Lopresti
Chester, NY
Suzanne Nitzberg
Roslyn, NY
Joseph Volpi
Nashville, TN
Jennifer Foust
Pleasanton, CA
Kevin Klipp
Jacksonville, FL
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

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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