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FIRM PROFILE
Overview
ALLSTATE FINANCIAL SERVICES, LLC is located at 151 N 8th Street, Suite 450, Lincoln, NE 68508-1380 and was first established at Kansas City, Delaware in 11/01/1999. After operating for 26 years, ALLSTATE FINANCIAL SERVICES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ALLSTATE FINANCIAL SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ALLSTATE FINANCIAL SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ALLSTATE FINANCIAL SERVICES, LLC are registered to handle securities or provide financial advice. The firm has 5 disclosures, 4 being regulatory events, 0 being client events, and 1 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ALLSTATE FINANCIAL SERVICES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ALLSTATE FINANCIAL SERVICES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ALLSTATE FINANCIAL SERVICES, LLC Comes From
Understanding the Statistics for ALLSTATE FINANCIAL SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
151 N 8th Street, Suite 450, Lincoln, NE 68508-1380
Po Box 83271, Lincoln, NE 68501-3271
Large
(877) 232-2142
Delaware since 11/01/1999
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | ||
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 | |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 | |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 | |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 | |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 | |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 | |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
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Advisor's working at ALLSTATE FINANCIAL SERVICES, LLC
Jake Stephen Gauruder
David Alan King
Scott Andrew Pruett
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