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151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2008-06-27 |
Branch Locations
1201 Grass Valley Hwy, Auburn, CA 95603-3413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-17 |
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