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LV

Lynn R. Van Houten

ALLSTATE FINANCIAL ADVISORS
Tucson, AZ 85719-3108
Some features on this profile are disabled
CRD#: 2255732
LV

Professional summary

Lynn Ross Van Houten, CFP®, who also goes by Lynn Ross Vanhouten, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Tucson, Arizona and ALLSTATE FINANCIAL SERVICES, LLC located in Tucson, Arizona.

Lynn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Lynn has worked at 9 firms and has passed the Series 63, Series 52TO, Series 6TO, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lynn Ross Vanhouten

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.
EVERLAKE POSITION: Agent NATURE: Life insurance products: Trailing commissions on former Allstate or Lincoln Benefit Life insurance policies which are now owned by Everlake. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 09/24/2024 ADDRESS: PO Box 83328, Lincoln NE 68501, United States DESCRIPTION: Trailing commissions and servicing customers on former Allstate or Lincoln Benefit Life insurance policies which are now paid by Everlake.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Ross Van Houten'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: 1987

Experience

Current

January 31, 2018 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 2719 N Campbell Ave, Tucson, AZ 85719-3108
RIA
CRD#: 109524
Tucson, AZ
Current

June 30, 2011 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 2719 N Campbell Ave, Tucson, AZ 85719-3108
BD
CRD#: 18272
Tucson, AZ
Past

October 20, 2008 - June 6, 2011

SIGNATOR FINANCIAL SERVICES, INC.

RIA
CRD#: 19061
BELLEVUE, WA
Past

October 20, 2008 - June 6, 2011

SIGNATOR FINANCIAL SERVICES, INC.

BD
CRD#: 19061
BELLEVUE, WA
Past

March 11, 2008 - July 8, 2008

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

July 23, 2007 - February 7, 2008

FREEDOM COVE WEALTH ADVISORS LLC

RIA
CRD#: 144623
EDGEWOOD, WA
Past

August 11, 2005 - April 9, 2007

WAMU INVESTMENTS, INC.

BD
CRD#: 599
TACOMA, WA
Past

February 10, 2003 - June 30, 2005

ELLIOTT COVE CAPITAL MANAGEMENT

RIA
CRD#: 123636
SEATTLE, WA
Past

January 7, 1999 - July 3, 2002

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

July 20, 1992 - December 18, 1998

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA

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
Arizona
(8/8/2018)
IAR
Arizona
(8/13/2018)
RR
Colorado
(7/25/2024)
RR
Florida
(3/16/2021)
RR
Missouri
(2/6/2019)
RR
Oregon
(2/27/2020)
RR
Washington
(6/30/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 8/12/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/10/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/17/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/5/2007
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/25/2005
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/13/1993
Investment Company Products/Variable Contracts Principal 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#: 109524Tucson, AZ 85719-3108

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