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

Kendall J. Rantowich

Some features on this profile are disabled
CRD#: 4856004
KR

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.

Kendall James Rantowich, who also goes by Ken Rantowich, Kenny Rantowich, was a registered financial professional .

Kendall is a previously registered financial professional and started their career in finance in 2004. Kendall had worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ken Rantowich | Kenny Rantowich

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

September 26, 2017 - April 10, 2019

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Rolling Hills Estates, CA
Past

September 26, 2017 - April 10, 2019

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ROLLING HILLS ESTATES, CA
Past

February 15, 2017 - October 31, 2017

CETERA ADVISORS LLC

RIA
CRD#: 10299
NEWPORT BEACH, CA
Past

February 14, 2017 - October 31, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
NEWPORT BEACH, CA
Past

October 1, 2012 - January 11, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
NEWPORT BEACH, CA
Past

October 1, 2012 - January 11, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEWPORT BEACH, CA
Past

November 14, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
COSTA MESA, CA
Past

November 14, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
COSTA MESA, CA
Past

November 20, 2009 - November 11, 2011

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
CHINO, CA
Past

September 9, 2009 - December 1, 2011

WIN TEAM ADVISORY SERVICES

RIA
CRD#: 136680
CHINO, CA
Past

September 3, 2009 - November 11, 2011

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
CHINO, CA
Past

June 19, 2009 - October 7, 2009

NEWPORT WEALTH ADVISORS, INC.

RIA
CRD#: 137159
NEWPORT BEACH, CA
Past

January 4, 2008 - December 31, 2008

NEWPORT WEALTH ADVISORS, INC.

RIA
CRD#: 137159
NEWPORT BEACH, CA
Past

October 8, 2007 - December 31, 2007

NEWPORT WEALTH ADVISORS, INC.

RIA
CRD#: 137159
NEWPORT BEACH, CA
Past

August 28, 2007 - September 4, 2009

CAPITAL GROWTH RESOURCES

BD
CRD#: 7779
NEWPORT BEACH, CA
Past

December 8, 2004 - August 23, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
IRVINE, CA
Past

December 8, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 8, 2004 - August 23, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
IRVINE, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

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)
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)


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 Kendall Rantowich

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics