John Douglas Boudreau
Professional Summary
John Douglas Boudreau is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Lincoln, Nebraska and ALLSTATE FINANCIAL SERVICES, LLC located in Lincoln, Nebraska. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. John has worked at 2 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 27, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Disclosures on record.
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
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Current Firm
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
Contact Information
Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508Phone Number
(877) 232-2142# of Employees
341SEC notice filing (49 States and Territories)
Registered to provide investment advisory services in 49 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
493AUM (Assets Under Management)
$142,352,226Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
Primary Firm SEC Registration
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(10/3/2019)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(12/18/2023)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
(2/12/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP
CRS (Client Relationship Summary) - RIA
Click below to view John Douglas Boudreau's CRS (Customer Relationship Summary).
Similar Advisors
TITLEIST ASSET MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
BARNES WEALTH MANAGEMENT GROUP