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ML

Michael R. Lobeck

ALLSTATE FINANCIAL ADVISORS
Portage, IN 46368-4446
Some features on this profile are disabled
CRD#: 2028419
ML

Professional summary

Michael Richard Lobeck is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Portage, Indiana and ALLSTATE FINANCIAL SERVICES, LLC located in Portage, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Michael has worked at 15 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
MICHAEL R LOBECK MISCELLANEOUS RENEWALS & COMMISSIONS POSITION: Owner NATURE: OBA established to capture the past business renewals and commissions on contracts that were written with various companies. This will be a servicing agent role. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/15/2023 ADDRESS: 50561 King Richards Way, Granger IN 46530-7589, United States DESCRIPTION: Servicing agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Lobeck'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®
None

Experience

Current

June 23, 2023 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 3159 Willowcreek Rd, Portage, IN 46368-4446
RIA
CRD#: 109524
Portage, IN
Current

June 23, 2023 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 3159 Willowcreek Rd, Portage, IN 46368-4446
BD
CRD#: 18272
Portage, IN
Past

November 11, 2021 - June 28, 2023

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
GRANGER, IN
Past

November 10, 2021 - June 28, 2023

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
GRANGER, IN
Past

December 21, 2018 - June 21, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
NOTRE DAME, IN
Past

December 21, 2018 - June 21, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
NOTRE DAME, IN
Past

October 12, 2017 - December 11, 2018

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Elkhart, IN
Past

October 12, 2017 - December 11, 2018

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Elkhart, IN
Past

February 11, 2015 - March 8, 2017

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
MISHAWAKA, IN
Past

January 29, 2015 - March 8, 2017

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
Mishawaka, IN
Past

January 15, 2014 - January 26, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
SOUTH BEND, IN
Past

October 1, 2013 - January 26, 2015

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
SOUTH BEND, IN
Past

May 21, 2013 - May 29, 2013

HARBOUR INVESTMENTS, INC.

BD
CRD#: 19258
ELKHART, IN
Past

January 27, 2003 - September 29, 2003

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

March 13, 1998 - December 4, 2000

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

August 27, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

August 27, 1990 - March 19, 1996

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 16, 1990 - August 9, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 16, 1990 - August 9, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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.

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

RR
Illinois
(6/23/2023)
RR
Indiana
(6/23/2023)
IAR
Indiana
(6/23/2023)
RR
Massachusetts
(3/3/2025)
RR
Michigan
(6/23/2023)
RR
Oregon
(9/7/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/14/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/21/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/19/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/15/1990
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

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#: 109524Portage, IN 46368-4446

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