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Dana Josephine Wheeler

Allstate Financial Advisors, LLC

Lincoln, NE

CRD 4041841

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Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-02-24
  • FL RA
    APPROVED
    Since 2014-02-24

Branch Locations

151 N 8Th St Ste 450, Lincoln, NE 68508-1380 • 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 02/2014 Present
Allstate Financial Advisors, Llc Lincoln NE 02/2014 Present
Allstate Financial Services, Llc Lincoln NE 02/2014 Present
  • 02/2014 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 02/2014 → Present
    Allstate Financial Advisors, Llc
    Lincoln, NE
  • 02/2014 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Previous Registrations
  • 2013-11-21 → 2014-02-06
    Deutsche Bank Securities Inc.
    Jacksonville, FL
  • 2013-02-13 → 2013-05-03
    Raymond James & Associates, Inc.
    Memphis, TN
  • 2007-02-26 → 2013-02-13
    Morgan Keegan & Company, Llc
    Memphis, TN
    Memphis, TN
    Titusville, FL
    Winter Park, FL
  • 2003-07-29 → 2007-02-22
    Amsouth Investment Management Company Llc
    Orlando, FL
  • 2003-03-04 → 2003-07-29
    Amsouth Investment Services, Inc.
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-26
S63 Uniform Securities Agent State Law Examination 2000-06-09
  • S66 Uniform Combined State Law Examination
    2001-03-26
  • S63 Uniform Securities Agent State Law Examination
    2000-06-09

View on SEC IAPD

Nearby Firms

AMERITAS ADVISORY SERVICES, LLC
AMERITAS INVESTMENT PARTNERS, INC.
LPL FINANCIAL LLC

Nearby Investors

LINDA D THRAEN
THERESA JEAN OCHS
JULIE ANN SCHADT

Nearby Offices

AMERITAS ADVISORY SERVICES, LLC · LINCOLN, NE
AMERITAS INVESTMENT PARTNERS, INC. · LINCOLN, NE
LPL FINANCIAL LLC · LINCOLN, NE

More in Lincoln, NE

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