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Allstate Financial Advisors, LLC CRD 109524
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-06 |
Branch Locations
19627 Holzwarth Rd Ste 100, Spring, TX 77388-6269 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | The Woodlands | TX | 07/2016 | 07/2019 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2019 | 09/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 09/2020 | 03/2021 |
| Cuna Mutual Group | Waverly | IA | 09/2020 | 03/2021 |
| Hfg Wealth Management, Llc | The Woodlands | TX | 03/2021 | 03/2022 |
| Waterway Wealth Management | The Woodlands | TX | 07/2022 | 01/2023 |
| Allstate Insurance Co | Northbrook | IL | 03/2023 | Present |
| Unemployed | The Woodlands | TX | 04/2022 | 06/2022 |
| Allstate Financial Advisors Llc | Lincoln | NE | 03/2023 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-04 |
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