AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KM

Kimra G. Manion

Some features on this profile are disabled
CRD#: 2912253
KM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kimra Gayle Manion, who also goes by Kim Bettasso, Kimra G Bettasso, Kimra Gayle Bettasso, Kim Manion, Kimra G Manion, was a registered financial professional .

Kimra is a previously registered financial professional and started their career in finance in 1997. Kimra had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kim Bettasso | Kimra G Bettasso | Kimra Gayle Bettasso | Kim Manion | Kimra G Manion

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 18, 2017 - October 27, 2017

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Evansville, IN
Past

July 18, 2017 - October 27, 2017

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
EVANSVILLE, IN
Past

February 10, 2016 - June 14, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
OWENSBORO, KY
Past

February 10, 2016 - June 14, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
OWENSBORO, KY
Past

August 29, 2012 - February 12, 2016

CANTELLA & CO., INC.

RIA
CRD#: 13905
Evansville, IN
Past

August 29, 2012 - February 12, 2016

CANTELLA & CO., INC.

BD
CRD#: 13905
Evansville, IN
Past

March 4, 2010 - September 5, 2012

NEW ENGLAND SECURITIES

RIA
CRD#: 615
NORTHBROOK, IL
Past

February 17, 2010 - September 5, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
NORTHBROOK, IL
Past

July 30, 2009 - February 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
PERU, IL
Past

May 13, 2009 - February 18, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
PERU, IL
Past

June 27, 2006 - August 6, 2008

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PRINCETON, IL
Past

July 28, 1997 - September 8, 2004

AMCORE INVESTMENT SERVICES, INC

BD
CRD#: 27708
ROCKFORD, IL

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/29/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/13/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/25/1997
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 109524

TRUST BUT VERIFY

Monitor Kimra Manion

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.