Jennifer Sackett

ALLSTATE FINANCIAL ADVISORS

Kissimmee, FL 34741-4665

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CRD#: 6413170

Professional summary

Jennifer Sackett, who also goes by Jennifer Kranz, Jennifer Moore, Jennifer Lee Race, Jennifer Race, Jennifer Lee Sackett, Jennifer Schluga, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Kissimmee, Florida and ALLSTATE FINANCIAL SERVICES, LLC located in Kissimmee, Florida.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jennifer has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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) - RIA

Click below to view Jennifer Sackett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 5, 2024 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 3393 W Vine St Unit 302, Kissimmee, FL 34741-4665

RIA

CRD#: 109524

Kissimmee, FL

Current

January 30, 2024 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 3393 W Vine St Unit 302, Kissimmee, FL 34741-4665

CRD#: 18272

Kissimmee, FL

Past

June 3, 2020 - February 27, 2023

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

June 3, 2020 - February 27, 2023

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, FL

Past

July 3, 2018 - June 5, 2020

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

FORT LAUDERDALE, FL

Past

July 2, 2018 - June 5, 2020

OPPENHEIMER & CO. INC.

CRD#: 249

FORT LAUDERDALE, FL

Past

June 20, 2017 - June 30, 2018

HORACE MANN INVESTORS, INC.

RIA

CRD#: 11643

Waukesha, WI

Past

June 9, 2017 - June 30, 2018

HORACE MANN INVESTORS, INC.

CRD#: 11643

Waukesha, WI

Past

March 25, 2017 - June 1, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Milwaukee, WI

Past

March 25, 2017 - June 1, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

Milwaukee, WI

Past

January 26, 2017 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

Milwaukee, WI

Past

May 13, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

Milwaukee, WI

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/31/2024)

IAR

Florida
(2/5/2024)

North Carolina
(8/30/2024)

Wisconsin
(1/30/2024)

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

State Security Law Exam

IAR

Series 65

Date: 11/23/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/2/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/13/2015

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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 Accounts	280
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.

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Advisor Monitoring

Firm Stability Insights

Jennifer Sackett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Sackett's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

HORACE MANN INVESTORS, INC.

HORACE MANN INVESTORS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2016

Series 63

Date: 4/2/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2018

Series 6

Date: 5/13/2015

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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