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Robert L. Elsenpeter

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CRD#: 1786643
RE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert L Elsenpeter, who also goes by Rob Elsenpeter, Robert Lawrence Elsenpeter, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1988. Robert had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rob Elsenpeter | Robert Lawrence Elsenpeter

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 27, 2020 - June 2, 2023

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Bloomington, IL
Past

February 27, 2020 - June 2, 2023

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BLOOMINGTON, IL
Past

September 18, 2018 - September 5, 2019

STATE FARM INVESTMENT MANAGEMENT CORP.

RIA
CRD#: 3487
East Moline, IL
Past

February 6, 2006 - September 5, 2019

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
EAST PEORIA, IL
Past

July 6, 2005 - November 17, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
BLOOMINGTON, IL
Past

July 6, 2005 - November 17, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
BLOOMINGTON, IL
Past

August 19, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
BLOOMINGTON, IL
Past

August 19, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 6, 2002 - July 17, 2002

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
BLOOMINGTON, IL
Past

February 8, 2002 - July 17, 2002

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 5, 2001 - December 17, 2001

AMERICAN UNITED LIFE INSURANCE COMPANY

BD
CRD#: 1075
INDIANAPOLIS, IN
Past

January 5, 2001 - January 23, 2002

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

January 6, 2000 - January 4, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 6, 2000 - January 4, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 5, 1999 - December 10, 1999

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

January 18, 1988 - January 21, 1999

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

January 18, 1988 - January 21, 1999

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

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".
AF
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/29/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AF
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts280
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.

Company Information


ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

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