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AB

April L. Burdick

Some features on this profile are disabled
CRD#: 6194584
AB

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.

April Lynn Burdick, who also goes by April Lynn Burdick, April Lynn Marlene Evans, April Lynn Hess, April Lynn Pracht, was a registered financial professional .

April is a previously registered financial professional and started their career in finance in 2013. April had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

April Lynn Burdick | April Lynn Marlene Evans | April Lynn Hess | April Lynn Pracht

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.
APRIL JO ANASTASIA, LLC POSITION: Owner/Manager NATURE: Bookkeeping services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/15/2020 ADDRESS: 2021 Alexandria Pike, Ste U1, Highland Heights KY 41076, United States DESCRIPTION: Oversight of biz operations and partner bookkeepers

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

December 20, 2023 - January 30, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Highland Heights, KY
Past

December 20, 2023 - January 30, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Highland Heights, KY
Past

April 5, 2022 - January 5, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 4, 2022 - December 20, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
Bellevue, KY
Past

November 13, 2019 - April 8, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Lexington, KY
Past

November 13, 2019 - April 8, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Lexington, KY
Past

August 3, 2017 - November 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FLORENCE, KY
Past

August 3, 2017 - November 8, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
FLORENCE, KY
Past

August 8, 2013 - February 8, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
FORT MITCHELL, KY
Past

July 18, 2013 - February 8, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT MITCHELL, KY

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: 8/8/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2013
General Securities 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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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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