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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
GA RA APPROVED 2008-08-29
  • GA RA
    APPROVED
    Since 2008-08-29

Branch Locations

3200 Windy Hill Rd Ste Ste 900, Atlanta, GA 30339-5640 • United States

151 N 8Th St Ste 450, Lincoln, NE 68508-1380 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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 02/2008 Present
Allstate Financial Advisors, Llc Lincoln NE 08/2008 Present
J Heiple - Artist Acworth GA 02/2013 Present
J Heiple - Artist Acworth GA 06/2017 Present
Gerald Heiple Clu Lutcf - Arbitration - Finra Acworth GA 01/2025 Present
Allstate Financial Services, Llc Lincoln NE 02/2008 Present
  • 02/2008 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 08/2008 → Present
    Lincoln, NE
  • 02/2013 → Present
    J Heiple - Artist
    Acworth, GA
  • 06/2017 → Present
    J Heiple - Artist
    Acworth, GA
  • 01/2025 → Present
    Gerald Heiple Clu Lutcf - Arbitration - Finra
    Acworth, GA
  • 02/2008 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
Previous Registrations
  • 2007-04-03 → 2007-07-11
    1717 Capital Management Company
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Other Businesses

J HEIPLE - ARTIST POSITION: Artist NATURE: Painting, Drawing, Pastelartwork done myself. Have displayed pieces and sold Plan to continue .. hobby .. spare time INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2017 ADDRESS: 6306 Granbury Walk, Acworth GA 30101, United States DESCRIPTION: Painting,drawingpieces created in leisure time; sometimes displaying for sale GERALD HEIPLE CLU LUTCF - ARBITRATION - FINRA POSITION: Gerald R Heiple, FINRA Arbitration NATURE: Independent contractor: FINRA Arbitrator. Available to FINRA to be called to arbitrate in resolving securities-related disputes. FINRA administers a dispute resolution forum for investors and brokerage firms and related registered employees. As Arbitrator assisting in the resolution of problems and disputes through FINRA's two non-judicial proceedings : Arbitration and Mediation. This OBA would be working within the Arbitration segment of non-judicial proceedings. Arbitrators serve as dispute decision makers, hearing all sides of a case, studying the evidence and rendering a final and binding decision. Arbitrators may serve as the sole arbitrator or as a member of a three-person arbitration panel. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 6306 Granbury Walk NW, Acworth GA 30101, United States DESCRIPTION: Arbitrators serve as dispute decision makers. They hear all sides of a case presented, study the evidence and render a final and binding decision. Arbitrators may serve as the sole arbitrator or as a member of a 3 member panel. FINRA Arbitrators have flexibility to choose when their assigned cases occur. Examples of cases I could hear are: Investor Complaints, Compensation Complaints, and Employment Complaints

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-02
S63 Uniform Securities Agent State Law Examination 1993-02-05
  • S66 Uniform Combined State Law Examination
    2007-03-02
  • S63 Uniform Securities Agent State Law Examination
    1993-02-05
Other Names
  • Jerry Heiple
  • Gerald Ray Heiple
  • Gerald R Heiple

View on SEC IAPD

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