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Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-06-27
  • CA RA
    APPROVED
    Since 2008-06-27

Branch Locations

1201 Grass Valley Hwy, Auburn, CA 95603-3413 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allstate Insurance Co Northbrook IL 03/2001 Present
Allstate Financial Advisors, Llc Lincoln NE 06/2008 Present
Witzke Family Insurance And Financial Services Auburn CA 09/2022 Present
Placer County Association Of Realtors (Pcar Rocklin CA 04/2024 Present
Allstate Financial Services, Llc Lincoln NE 04/2001 Present
  • 03/2001 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 06/2008 → Present
    Lincoln, NE
  • 09/2022 → Present
    Witzke Family Insurance And Financial Services
    Auburn, CA
  • 04/2024 → Present
    Placer County Association Of Realtors (Pcar
    Rocklin, CA
  • 04/2001 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Other Businesses

TAX PREPARATION OWNER/TAX PREPARER - PREPARE STATE AND FEDERAL TAX RETURNS 7783 SANTOS ROAD, NEWCASTLE, CA 95658 NOT INVESTMENT RELATED .05% OF TIME DEVOTED TO THIS BUSINESS PLACER COUNTY ASSOCIATION OF REALTORS (PCAR POSITION: Affiliate Committee Member NATURE: Association of Realtors for the County of Placer. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/03/2024 ADDRESS: 270 Technology Way STE 100, Rocklin CA 95675, United States DESCRIPTION: Attend quarterly meetings to review expenses, cash flow and planning per bylaws. ALLSTATE INSURANCE COMPANY (WITZKE FAMILY INSURANCE AND FINANCIAL SERVICES) POSITION: Owner NATURE: Sale of insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2022 ADDRESS: 1201 Grass Valley Hwy, Auburn CA 95603-3413, United States DESCRIPTION: Management of insurance agency TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton Re and The Standard accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 1201 Grass Valley Hwy, Auburn CA 95603, United States DESCRIPTION: Servicing customers for Allstate legacy business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1990-09-17
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1990-09-17
Other Names
  • Bill Witzke

View on SEC IAPD

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