Best Investors Account Sign in
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
CO RA APPROVED 2023-09-22
  • CO RA
    APPROVED
    Since 2023-09-22

Branch Locations

2108 Milestone Dr Ste 210, Fort Collins, CO 80525-5757 • 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 08/2001 Present
Allstate Financial Services, Llc Lincoln NE 08/2001 Present
Allstate Financial Advisors, Llc Lincoln NE 09/2023 Present
  • 08/2001 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 08/2001 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 09/2023 → Present
    Lincoln, NE
Other Businesses

TRAILING COMMISSIONS FROM EVERLAKE, LBL AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate Legacy business for Everlake, LBL and the Standard INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 2108 Milestone Dr, #210, Fort Collins CO 80525, United States DESCRIPTION: Servicing Allstate customers for legacy business

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-31
S63 Uniform Securities Agent State Law Examination 2008-05-24
S65 Uniform Investment Adviser Law Examination 1996-09-11
  • S66 Uniform Combined State Law Examination
    2023-07-31
  • S63 Uniform Securities Agent State Law Examination
    2008-05-24
  • S65 Uniform Investment Adviser Law Examination
    1996-09-11
Other Names
  • Leah Renee Shipman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Fort Collins, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor