Ryan Smarr

ALLSTATE FINANCIAL ADVISORS

Shawnee, KS 66218-9308

Some features on this profile are disabled

CRD#: 4458775

Professional summary

Ryan Smarr, who also goes by Ryan Nicholas Smarr, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Shawnee, Kansas and ALLSTATE FINANCIAL SERVICES, LLC located in Shawnee, Kansas.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Ryan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Nicholas Smarr

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.

RYAN SMARR PERSONAL POSITION: owner NATURE: Vacation home rental:162 Old Purvis View RdSunrise Beach, MO 65079 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 124 NW Whitman Dr, Lees Summit MO 64081, United States DESCRIPTION: owner of a vacation home that we occasionally rent out. TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate legacy business for Everlake, LBL, Wilton Re and The Standard accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 19705 W 65th Ter, Shawnee KS 66218, United States DESCRIPTION: Servicing customers for Allstate legacy business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Smarr'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®

None

Experience

Current

December 9, 2019 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 19705 W 65th Ter, Shawnee, KS 66218-9308

RIA

CRD#: 109524

Shawnee, KS

Current

December 9, 2019 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 19705 W 65th Ter, Shawnee, KS 66218-9308

CRD#: 18272

Shawnee, KS

Past

February 17, 2017 - September 3, 2019

COPPER FINANCIAL

RIA

CRD#: 168203

Independence, MO

Past

December 6, 2016 - September 3, 2019

COPPER FINANCIAL

CRD#: 168203

Independence, MO

Past

March 5, 2012 - December 5, 2016

FBL MARKETING SERVICES, LLC

CRD#: 5309

LEE'S SUMMIT, MO

Past

August 17, 2011 - February 16, 2012

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

WARRENSBURG, MO

Past

June 29, 2011 - February 16, 2012

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WARRENSBURG, MO

Past

November 7, 2001 - April 1, 2002

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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

Alabama
(12/5/2024)

Arizona
(5/24/2024)

Arkansas
(11/16/2023)

Colorado
(5/24/2024)

Illinois
(1/3/2020)

Indiana
(9/7/2022)

Kansas
(12/9/2019)

Michigan
(9/7/2022)

Missouri
(12/9/2019)

IAR

Missouri
(10/20/2023)

Nebraska
(11/25/2024)

South Carolina
(9/25/2020)

Texas
(11/19/2021)

Washington
(6/30/2020)

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 66

Date: 7/27/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/15/2001

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: 6/28/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/2001

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See 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)

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.

Similar Advisors

Peter Garelick

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

IAR

Valencia, CA

Danielle Harmon

ORIGIN INVESTMENT ADVISORY LLC

BOSTON, MA

David Shaffer

OSAIC WEALTH, INC.

IAR

Denver, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan Smarr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Smarr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

COPPER FINANCIAL

COPPER FINANCIAL

FBL MARKETING SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/2011

Series 63

Date: 12/15/2001

SIE

Date: 10/1/2018

Series 7

Date: 6/28/2011

Series 6

Date: 11/6/2001

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

Similar Advisors