DS
Donn G. Sharer
ALLSTATE FINANCIAL ADVISORS
Forked River, NJ 08731-4638
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CRD#: 2055118
DS
Professional summary
Donn George Sharer JR, CFP®, ChFC®, CLU®, who also goes by Don George Sharer, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Forked River, New Jersey and ALLSTATE FINANCIAL SERVICES, LLC located in Rutland, Vermont.
Donn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Donn has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don George Sharer
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.
SHARER & ASSOCIATES POSITION: President NATURE: No active engagements & none foreseen in the immediate future. Focus will be on providing marketing, operations & management consulting/coaching services to P&C agency owners. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2022 ADDRESS: 421 S Main St, Forked River NJ 08731, United States DESCRIPTION: 1:1 and/or group coaching services working with agency owners to improve their personal effectiveness and the productivity of their agencies. WILTON RE POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 20 Glover Avenue, 4th Floor, Norwalk CT 06850, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies STANDARD INSURANCE COMPANY POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1100 SW Sixth Avenue, Portland OR 97204, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies EVERLAKE LIFE INSURANCE POSITION: Personal Financial Representative NATURE: Renewal and/or trail commissions INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 3100 Sanders Road, Ste 303, Northbrook IL 60062, United States DESCRIPTION: None at present. Commission renewal and/or trails on existing policies
CRS (Client Relationship Summary) - RIA
Click below to view Donn George Sharer JR's 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®
Experience
Current
April 12, 2023 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 421 S Main St, Forked River, NJ 08731-4638RIA
CRD#: 109524
Forked River, NJ
Current
January 24, 2005 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 240 South Main Street, Rutland, VT 05701-4813Office #2: 421 S Main St, Forked River, NJ 08731-4638BD
CRD#: 18272
Rutland, VT
Past
June 4, 2004 - January 13, 2005
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
July 31, 2002 - June 2, 2003
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ISELIN, NJ
Past
October 13, 1998 - June 2, 2003
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 13, 1998 - June 2, 2003
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
February 18, 1992 - August 19, 1998
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 18, 1992 - August 19, 1998
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
Colorado(12/13/2024)
RR
Florida(5/31/2022)
RR
Maine(11/7/2024)
RR
Massachusetts(11/7/2024)
RR
New Hampshire(11/7/2024)
RR
New Jersey(1/24/2005)
IAR
New Jersey(4/12/2023)
RR
New York(11/7/2024)
RR
Pennsylvania(1/16/2008)
RR
Vermont(9/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524Forked River, NJ 08731-4638TRUST BUT VERIFY
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