Steven David Chafin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 04/2018
  Sonterra Insurance Group
  San Antonio, TX
• 02/2016 → 04/2019
  Commonwealth Financial Network
  San Antonio, TX
• 04/2019 → 07/2020
  Puritan Brokerage Services Inc.
  San Antonio, TX
• 07/2020 → 05/2021
  Unemployed
  San Antonio, TX
• 05/2021 → Present
  Allstate Insurance Co
  Northbrook, IL
• 05/2021 → Present
  The Chafin Agency, Llc
  Spring Branch, TX
• 05/2021 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 06/2021 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 12/2025 → Present
  Chafin Dealer Services
  San Antonio, TX

Previous Registrations

• 2019-04-15 → 2020-07-21
  Peak American Investment Advisors, Inc.
  San Antonio, TX
  Plano, TX
• 2016-05-09 → 2019-04-10
  Commonwealth Financial Network
  San Antonio, TX
• 2013-06-17 → 2016-05-20
  Concourse Financial Group Securities, Inc.
  San Antonio, TX
• 2011-06-03 → 2013-04-04
  Eagle Strategies Llc
  San Antonio, TX
• 2006-12-01 → 2009-11-05
  Usaa Financial Planning Services
  San Antonio, TX
• 2006-02-13 → 2006-09-21
  Securian Financial Services, Inc.
  San Antonio, TX
• 2004-06-02 → 2005-12-21
  Ameriprise Financial Services, Llc
  San Antonio, TX

Other Businesses

CHAFIN DEALER SERVICES POSITION: owner NATURE: I am starting a new LLC, Chafin Dealer Services, LLC. This LLC is being created solely to operate a new business which will fulfill my responsibilities with Allstate Dealer Services and the affiliated companies. Allstate Dealer Services has dealer direct F&I services provided for auto dealers. I will be working directly with a contract through Allstate Dealer Services. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2025 ADDRESS: 21103 Promontory Circle, San Antonio TX 78258, United States DESCRIPTION: I will own the LLC and be solely responsible for the operation of the new business. I will hire and train staff, execute contracts, receive and pay commissions. This is primarily a sales organization and will not require a large staff.

Exams

• S66 Uniform Combined State Law Examination
  2004-06-01

Other Names

• Steve David Chafin