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LI

Lenin F. Ibarra

Some features on this profile are disabled
CRD#: 6012505
LI

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.

Lenin Federico Ibarra, who also goes by Lenin Federico Ibarra Bonilla, Lenin F Ibarra, Lenin Federico Ibarra, was a registered financial professional .

Lenin is a previously registered financial professional and started their career in finance in 2013. Lenin had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lenin Federico Ibarra Bonilla | Lenin F Ibarra | Lenin Federico Ibarra

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

April 29, 2024 - September 5, 2024

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Saint Paul, MN
Past

April 29, 2024 - September 5, 2024

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Saint Paul, MN
Past

November 20, 2023 - April 26, 2024

EDELMAN FINANCIAL ENGINES

RIA
CRD#: 104510
SAINT PAUL, MN
Past

June 8, 2023 - August 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NEW BRIGHTON, MN
Past

June 8, 2023 - August 24, 2023

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NEW BRIGHTON, MN
Past

July 29, 2022 - June 2, 2023

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
WINDSOR, CT
Past

July 29, 2022 - June 2, 2023

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

January 25, 2022 - February 15, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ARDEN HILLS, MN
Past

August 30, 2021 - October 8, 2021

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
SAINT PAUL, MN
Past

August 30, 2021 - October 8, 2021

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

December 19, 2016 - August 23, 2021

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
St. Paul, MN
Past

June 9, 2015 - August 23, 2021

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
ST. PAUL, MN
Past

January 22, 2014 - June 3, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ROSEVILLE, MN
Past

September 5, 2013 - June 3, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ROSEVILLE, MN

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: 8/5/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/15/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/5/2013
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)
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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)

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

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