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Christopher Scott Vertesch

ALLSTATE FINANCIAL ADVISORS
Lincoln, NE
·CRD# 2251862·33 years experience

Professional Summary

Christopher Scott Vertesch, who also goes by Chris Vertesch, Christopher Scott Vertesch, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Lincoln, Nebraska and ALLSTATE FINANCIAL SERVICES, LLC located in Lincoln, Nebraska. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Vertesch, Christopher Scott Vertesch

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

ALLSTATE FINANCIAL ADVISORS, LLC·CRD# 109524
RIA
151 N 8th St Ste 450, Lincoln, NE 68508-1316
October 13, 2016 - Present
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
151 N 8th St Ste 450, Lincoln, NE 68508-1316
September 12, 2003 - Present
FORESTERS EQUITY SERVICES, INC.·CRD# 18464
BD
San Diego, CA
June 6, 2002 - September 23, 2003
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
October 31, 1996 - April 24, 2002
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
October 31, 1996 - April 24, 2002
MONY SECURITIES CORPORATION·CRD# 4386
BD
New York, NY
November 7, 1994 - August 19, 1996
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
New York, NY
June 24, 1993 - October 11, 1994
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Springfield, MA
June 24, 1993 - October 11, 1994

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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 - SEC (11/21/2007 Approved)

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

# of Employees

341

SEC notice filing (49 States and Territories)

Registered to provide investment advisory services in 49 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

493

AUM (Assets Under Management)

$142,352,226

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Indiana
(9/12/2003)
IAR
Indiana
(10/13/2016)
RR
Oklahoma
(11/25/2025)
RR
Washington
(3/18/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2016About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2000About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1993About the Series 6 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Jul 2000About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed May 2000About the Series 9 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Feb 1998About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Scott Vertesch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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