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RS

Richard D. Sklenka

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CRD#: 5498155
RS

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.

Richard D Sklenka, who also goes by Rich Sklenka, Richard Donald Sklenka, Richard Sklenka, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2008. Richard had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rich Sklenka | Richard Donald Sklenka | Richard Sklenka

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.
UBER POSITION: DRIVER NATURE: RIDESHARE FOOD DELIVERY INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 40 SONGBIRD LANE, FARMINGTON CT 06032, United States DESCRIPTION: RIDESHARE AND DELIVERY

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

November 2, 2020 - October 2, 2023

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
East Windsor, CT
Past

November 2, 2020 - October 2, 2023

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
East Windsor, CT
Past

July 20, 2019 - November 5, 2020

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Avon, CT
Past

July 20, 2019 - November 5, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Avon, CT
Past

July 2, 2018 - April 10, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
POQUONOCK, CT
Past

July 2, 2018 - April 10, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
POQUONOCK, CT
Past

October 30, 2017 - July 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FARMINGTON, CT
Past

October 30, 2017 - July 3, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FARMINGTON, CT
Past

January 30, 2015 - November 21, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHESHIRE, CT
Past

January 30, 2015 - November 21, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHESHIRE, CT
Past

November 5, 2013 - December 23, 2014

TD AMERITRADE, INC.

RIA
CRD#: 7870
WEST HARTFORD, CT
Past

November 5, 2013 - December 23, 2014

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
WEST HARTFORD, CT
Past

November 5, 2013 - December 23, 2014

TD AMERITRADE, INC.

BD
CRD#: 7870
WEST HARTFORD, CT
Past

February 21, 2012 - October 28, 2013

AST INVESTMENT SERVICES, INC.

RIA
CRD#: 108897
SHELTON, CT
Past

February 21, 2012 - October 28, 2013

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

January 3, 2011 - February 14, 2012

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

March 11, 2008 - January 3, 2011

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT

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: 12/5/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
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)
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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)


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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

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