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Allstate Financial Advisors, LLC

● SEC registered since 2007CRD 109524SEC# 801-68510Lincoln, NE
Export (members)
Reg. AUM
$142.4M
Employees
341
Accounts
493
Location
Lincoln, NE

Allstate Financial Advisors, LLC assets under management

Allstate Financial Advisors, LLC is an SEC-registered investment adviser based in Lincoln, NE. The firm has been registered since 2007. It reports $142.4 million in regulatory assets under management and employs 341 people.

Allstate Financial Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Allstate Insurance Company ControlMemberOver 75%2023
David John Mueller ControlGeneral Counsel And SecretaryUnder 5%2023
John Douglas Boudreau ControlManagerUnder 5%2025
Mary Kris Nelson ControlChairman Of The Board, ManagerUnder 5%2023
Michael Daniel Sweeney ControlChief Compliance OfficerUnder 5%2008
Scott Sullivan Delaney ControlPresident And Chief Executive OfficerUnder 5%2024
Allstate Insurance Company ControlShareholderOver 75%1957
The Allstate Corporation ControlShareholderOver 75%1992

Frequently asked questions

How much does Allstate Financial Advisors, LLC manage?

Allstate Financial Advisors, LLC reports $142.4 million in regulatory assets under management on its Form ADV.

How many employees does Allstate Financial Advisors, LLC have?

Allstate Financial Advisors, LLC reports 341 employees.

Where is Allstate Financial Advisors, LLC located?

Allstate Financial Advisors, LLC is based in Lincoln, NE and has been SEC-registered since 2007.

Does Allstate Financial Advisors, LLC disclose fund performance?

Allstate Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone877-232-2142
Fax877-261-6154
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Regulatory AUM

$142.4M▲ 74%
Mar '25 — $82MApr '25 — $82MMay '25 — $82MJun '25 — $82MJul '25 — $82MAug '25 — $82MSep '25 — $82MOct '25 — $82MNov '25 — $82MDec '25 — $82MJan '26 — $82MFeb '26 — $82MMar '26 — $142.4MApr '26 — $142.4MMay '26 — $142.4MJun '26 — $142.4MJul '26 — $142.4M
Mar '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,306 advisers
EmployeesTop 2%
More than 98% of 16,824 advisers

Assets under management

$142.4Mregulatory AUM
Discretionary $0Non-discretionary $142.4M