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Donn George Sharer

Allstate Financial Advisors, LLC

Forked River, NJ

CRD 2055118

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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
NJ RA APPROVED 2023-04-12
  • NJ RA
    APPROVED
    Since 2023-04-12

Branch Locations

421 S Main St, Forked River, NJ 08731-4638 • 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 01/2005 Present
Patpatia & Associates, Inc Berkeley CA 10/2008 07/2024
Considine Sharer & Associates Forked River NJ 01/2012 Present
Sharer & Associates Forked River NJ 03/2005 Present
Vien Sharer & Associates River NJ 11/2024 Present
Allstate Financial Advisors Llc Lincoln NE 04/2023 Present
Allstate Financial Services Llc Lincoln NE 01/2005 Present
  • 01/2005 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 10/2008 → 07/2024
    Patpatia & Associates, Inc
    Berkeley, CA
  • 01/2012 → Present
    Considine Sharer & Associates
    Forked River, NJ
  • 03/2005 → Present
    Sharer & Associates
    Forked River, NJ
  • 11/2024 → Present
    Vien Sharer & Associates
    River, NJ
  • 04/2023 → Present
    Lincoln, NE
  • 01/2005 → Present
    Allstate Financial Services Llc
    Lincoln, NE
Previous Registrations
  • 2002-07-31 → 2003-06-02
    Msi Financial Services, Inc.
    Iselin, NJ
Other Businesses

SHARER & ASSOCIATES POSITION: President NATURE: No active engagements & none foreseen in the immediate future. Focus will be on providing marketing, operations & management consulting/coaching services to P&C agency owners. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2022 ADDRESS: 421 S Main St, Forked River NJ 08731, United States DESCRIPTION: 1:1 and/or group coaching services working with agency owners to improve their personal effectiveness and the productivity of their agencies. WILTON RE POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 20 Glover Avenue, 4th Floor, Norwalk CT 06850, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies STANDARD INSURANCE COMPANY POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1100 SW Sixth Avenue, Portland OR 97204, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies EVERLAKE LIFE INSURANCE POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 3100 Sanders Road, Ste 303, Northbrook IL 60062, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-02
S63 Uniform Securities Agent State Law Examination 1992-02-25
  • S65 Uniform Investment Adviser Law Examination
    1995-11-02
  • S63 Uniform Securities Agent State Law Examination
    1992-02-25
Designations
  • Chartered Financial Consultant
Other Names
  • Don George Sharer

View on SEC IAPD

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