Robert E. Budavich

ALLSTATE FINANCIAL ADVISORS

Spring, TX 77388-6269

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CRD#: 2381035

Professional summary

Robert E Budavich, CFP®, ChFC®, CLU®, who also goes by Bob Budavich, Robert E Budavich, Robert Eugene Budavich Jr, Robert Eugene Jr Budavich, Robert Budavich, Robert Eugene Budavich, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Spring, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Spring, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

Insurance agent,not actively selling insurance, no income, less than 1 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert E Budavich'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: 2019

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

March 6, 2023 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 19627 Holzwarth Rd Ste 100, Spring, TX 77388-6269

RIA

CRD#: 109524

Spring, TX

Current

March 6, 2023 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 19627 Holzwarth Rd Ste 100, Spring, TX 77388-6269

CRD#: 18272

Spring, TX

Past

April 19, 2021 - March 17, 2022

HFG WEALTH MANAGEMENT, LLC

RIA

CRD#: 148406

THE WOODLANDS, TX

Past

September 30, 2020 - March 12, 2021

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

SUGARLAND, TX

Past

September 30, 2020 - March 12, 2021

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

SUGARLAND, TX

Past

September 5, 2019 - September 29, 2020

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

The Woodlands, TX

Past

September 3, 2019 - September 29, 2020

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

The Woodlands, TX

Past

March 28, 2019 - July 29, 2019

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

The Woodlands, TX

Past

November 11, 2016 - July 29, 2019

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

THE WOODLANDS, TX

Past

August 28, 2015 - September 25, 2015

FROST BROKERAGE SERVICES, INC.

CRD#: 17465

the woodlands, TX

Past

April 3, 2008 - July 29, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

The Woodlands, TX

Past

January 10, 2008 - April 9, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

LAS VEGAS, NV

Past

June 20, 2007 - December 19, 2007

HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

RIA

CRD#: 107773

SCOTTSDALE, AZ

Past

March 21, 2007 - June 22, 2007

OSAIC SERVICES, INC.

RIA

CRD#: 133763

LAS VEGAS, NV

Past

December 19, 2006 - December 6, 2007

OSAIC SERVICES, INC.

CRD#: 133763

LAS VEGAS, NV

Past

April 5, 2006 - November 30, 2006

FINANCIAL WEST GROUP

RIA

CRD#: 16668

LAS VEGAS, NV

Past

June 10, 2004 - March 29, 2006

FINANCIAL WEST GROUP

RIA

CRD#: 16668

LAS VEGAS, NV

Past

May 20, 2004 - November 30, 2006

FINANCIAL WEST GROUP

CRD#: 16668

LAS VEGAS, NV

Past

November 8, 2002 - May 24, 2004

COOPER MCMANUS

RIA

CRD#: 111458

SHERMAN OAKS, CA

Past

March 15, 2001 - November 13, 2002

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

CALABASAS, CA

Past

October 15, 1996 - May 14, 2004

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

August 26, 1993 - October 25, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

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.

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

California
(4/5/2023)

Nevada
(2/18/2025)

Texas
(3/6/2023)

IAR

Texas
(3/6/2023)

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

State Security Law Exam

IAR

Series 65

Date: 5/7/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/25/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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 Accounts	280
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.

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Robert E. Budavich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert E Budavich's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

HFG WEALTH MANAGEMENT, LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

FROST BROKERAGE SERVICES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

NYLIFE SECURITIES LLC

HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

COOPER MCMANUS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2021

Series 63

Date: 10/4/1993

SIE

Date: 10/1/2018

Series 7

Date: 3/12/1997

Series 6

Date: 8/25/1993

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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