Bruce A. Gekko

ALLSTATE FINANCIAL ADVISORS

Castro Valley, CA 94546-5930

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CRD#: 1372898

Professional summary

Bruce Allen Gekko, CFP® is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Castro Valley, California and ALLSTATE FINANCIAL SERVICES, LLC located in Castro Valley, California.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Bruce has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SELF (RENTAL PROPERTY), 3970 19TH ST, SAN FRANCISCO CA 94114, NON INVESTMENT RELATED, OWNER, MANAGE PROPERTY AND PAYMENTS TO BANK, FROM RENTERS, 3%, ALLSTATE INSURANCE COMPANY (CASTRO VALLEY INSURANCE AGENCY) POSITION: Owner NATURE: Sale of insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2011 ADDRESS: 20980 Redwood Rd Ste 140, Castro Valley CA 94546-5930, United States DESCRIPTION: Management of insurance agency LIFE INSURANCE TRAIL COMMISSIONS POSITION: owner NATURE: receive trail commissions on life insurance policies previously written on Allstate or Lincoln Benefit paper INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 181 Silver Fir Ln, Danville CA 94506, United States DESCRIPTION: No activities. Simply receive trails.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Allen Gekko's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

October 24, 2013 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 20980 Redwood Rd Ste 140, Castro Valley, CA 94546-5930

RIA

CRD#: 109524

Castro Valley, CA

Current

December 19, 2005 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 20980 Redwood Rd Ste 140, Castro Valley, CA 94546-5930

CRD#: 18272

Castro Valley, CA

Past

June 3, 2005 - January 9, 2006

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

TORRANCE, CA

Past

June 3, 2005 - January 9, 2006

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

January 3, 2005 - May 13, 2005

IFMG SECURITIES, INC.

RIA

CRD#: 14416

GARDENA, CA

Past

January 3, 2005 - May 13, 2005

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

December 7, 2004 - February 16, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOS ANGELES, CA

Past

November 24, 2004 - February 16, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 24, 2004 - February 16, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

September 19, 1997 - January 19, 2000

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

June 11, 1985 - January 19, 2000

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/12/2020)

California
(12/19/2005)

IAR

California
(10/24/2013)

Florida
(5/24/2023)

Nevada
(6/23/2025)

Oregon
(5/12/2025)

Washington
(2/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/6/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/11/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/23/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/31/1985

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bruce A. Gekko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Allen Gekko's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

IFMG SECURITIES, INC.

IFMG SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2004

Series 63

Date: 7/11/1997

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/23/2004

Series 6

Date: 5/31/1985

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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