AF
Allstate Financial Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 109524
· SEC file 801-68510
· Lincoln, NE
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $142M
- Discretionary
- $0
- Clients
- 397
- Avg AUM / client
- $359K
- Accounts
- 493
- Employees
- 341
AUM over time
$28.5M
$142M
Mar 30, 2018
Apr 30, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 397 | $142M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mccloud Inc. 401(k) Plan Mccloud Inc. | 2025 |
People (333)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sweeney, Michael, Daniel | Chief Compliance Officer | Jun 2008 (18y) | Less than 5% | |
| Scott Sullivan Delaney | President And Chief Executive Officer | May 2018 (8y) | Less than 5% | |
| Mueller, David, John | General Counsel And Secretary | Oct 2023 (3y) | Less than 5% | |
| Whitcomb, Michael, James | Controller | Oct 2023 (3y) | Less than 5% | |
| Nelson, Mary, Kris | Chairman Of The Board, Manager | Nov 2023 (3y) | Less than 5% | |
| William Edmond Witzke | Registered representative | Jun 2008 (18y) | ||
| Gerald Ray Heiple | Registered representative | Aug 2008 (18y) | ||
| Andrew Hayden Stein | Registered representative | Oct 2008 (18y) | ||
| James Thomas Badorek | Registered representative | Chartered Financial Consultant | Oct 2008 (18y) | |
| Michael Ryan Harm | Registered representative | Oct 2008 (18y) | ||
| Todd Anthony Nieman | Registered representative | Jul 2009 (17y) | ||
| Jason Anthony Woodard | Registered representative | Jul 2009 (17y) | ||
| Thomas Louis Chiatalas | Registered representative | CFP Chartered Financial Consultant | Nov 2009 (17y) | |
| Sharon Elizabeth Driscoll | Registered representative | Feb 2010 (16y) | ||
| David Martin Mclaughlin | Registered representative | Apr 2010 (16y) | ||
| Ann Marie Cooper | Registered representative | Chartered Financial Consultant | Nov 2010 (16y) | |
| Jeff Allan Becker | Registered representative | Nov 2010 (16y) | ||
| Peter James Stockwell | Registered representative | Jan 2011 (16y) | ||
| Rajesh Khullar | Registered representative | Feb 2011 (15y) | ||
| Pratibha K Katariya | Registered representative | May 2011 (15y) | ||
| Kabirudeen Salami | Registered representative | Jun 2011 (15y) | ||
| Jonathan Joel Schedler | Registered representative | Chartered Financial Consultant | Jun 2011 (15y) | |
| Stephen Douglas Haywood | Registered representative | Oct 2011 (15y) | ||
| Lynette B Melcher | Registered representative | Feb 2012 (14y) | ||
| Michael Scott Nevins | Registered representative | Mar 2012 (14y) | ||
| Stephen Matthew Sullivan | Registered representative | Apr 2012 (14y) | ||
| Matthew Thomas Henaghan | Registered representative | Jun 2012 (14y) | ||
| Albert Frank Chernay | Registered representative | Jul 2012 (14y) | ||
| John P Murphy | Registered representative | Jul 2012 (14y) | ||
| Charles Edward Forrest | Registered representative | Chartered Financial Consultant | Aug 2012 (14y) | |
| Russell Sherman Hamlin | Registered representative | Aug 2012 (14y) | ||
| Matthew Douglas Flesch | Registered representative | Oct 2012 (14y) | ||
| Dorothy Jean Tidwell | Registered representative | Nov 2012 (14y) | ||
| James Christopher Shaffer | Registered representative | Chartered Financial Consultant | Nov 2012 (14y) | |
| Diana Marie Grable | Registered representative | Jan 2013 (14y) | ||
| Annie Cronin | Registered representative | Mar 2013 (13y) | ||
| Christopher John Kinsky | Registered representative | Mar 2013 (13y) | ||
| Thomas John Garcia | Registered representative | CFP | Mar 2013 (13y) | |
| Ronald Allen Gilliland | Registered representative | Mar 2013 (13y) | ||
| Kevin J Taalman | Registered representative | Chartered Financial Consultant | May 2013 (13y) | |
| Marty Michael Martinez | Registered representative | CFP | May 2013 (13y) | |
| Ronald Brian Gatti | Registered representative | May 2013 (13y) | ||
| Mark Thomas Manley | Registered representative | Jul 2013 (13y) | ||
| John Winston Mcgilchrist | Registered representative | Jul 2013 (13y) | ||
| Bruce Allen Gekko | Registered representative | CFP | Oct 2013 (13y) | |
| John Anthony Ballew | Registered representative | Jan 2014 (13y) | ||
| Russell Allen Padgett | Registered representative | Feb 2014 (13y) | ||
| Dana Josephine Wheeler | Registered representative | Feb 2014 (12y) | ||
| John William Fisher | Registered representative | Jun 2014 (12y) | ||
| Benjamin Navarro | Registered representative | Jun 2014 (12y) | ||
| Kevin Thomas Klipp | Registered representative | Jul 2014 (12y) | ||
| Thomas Patrick Caffrey | Registered representative | Jul 2014 (12y) | ||
| Mark Sun June Yang | Registered representative | Oct 2014 (12y) | ||
| Kirk Jeffrey Segars | Registered representative | Nov 2014 (12y) | ||
| Michael Paul Cassara | Registered representative | Feb 2015 (11y) | ||
| Jeffrey Stuart Reisel | Registered representative | Apr 2015 (11y) | ||
| Richard Joseph Maciejewski | Registered representative | May 2015 (11y) | ||
| Stephen Mark Bair | Registered representative | May 2015 (11y) | ||
| Jon David Dixon | Registered representative | May 2015 (11y) | ||
| Shannon London Smith | Registered representative | May 2015 (11y) | ||
| Leca Bradley Harris | Registered representative | Jul 2015 (11y) | ||
| Michael Anthony Trabucco | Registered representative | Aug 2015 (11y) | ||
| Julie Lynn Russell | Registered representative | Nov 2015 (11y) | ||
| Brady Edward Watts | Registered representative | Nov 2015 (11y) | ||
| William Daniel Madden | Registered representative | CFP | Nov 2015 (11y) | |
| Michael Edward Friedman | Registered representative | Apr 2016 (10y) | ||
| Leonel Gilbert Sandoval | Registered representative | Jun 2016 (10y) | ||
| Troy Kalani Weinberg | Registered representative | Jun 2016 (10y) | ||
| Patrick Michael Conaway | Registered representative | Aug 2016 (10y) | ||
| Carol L Bendik | Registered representative | Aug 2016 (10y) | ||
| Attee Arthur Williams | Registered representative | Oct 2016 (10y) | ||
| Christopher Scott Vertesch | Registered representative | Oct 2016 (10y) | ||
| Donald Michael Jankowski | Registered representative | CFP | Nov 2016 (10y) | |
| Matthew Terence Walsh | Registered representative | Nov 2016 (10y) | ||
| Michael Cade Shay | Registered representative | Dec 2016 (10y) | ||
| Scarlett Belflower Tompkins | Registered representative | Dec 2016 (10y) | ||
| Thomas Christian Birks | Registered representative | Jan 2017 (10y) | ||
| Jonathan Albert Gaudio | Registered representative | Jan 2017 (10y) | ||
| Mark Daniel Mcgrail | Registered representative | Feb 2017 (9y) | ||
| Daniel Brian Smith | Registered representative | Mar 2017 (9y) | ||
| David Charles King | Registered representative | Apr 2017 (9y) | ||
| Christine Maria Ward | Registered representative | May 2017 (9y) | ||
| Barry Morris | Registered representative | May 2017 (9y) | ||
| Mark Edward Kenney | Registered representative | Jun 2017 (9y) | ||
| Howard Sy Wacks | Registered representative | Chartered Financial Consultant | Jul 2017 (9y) | |
| Joseph Brian Swift Mc Donough | Registered representative | Jul 2017 (9y) | ||
| Patrick Stephen Hamilton | Registered representative | Jul 2017 (9y) | ||
| Trish Le | Registered representative | Sep 2017 (9y) | ||
| Michael Raymond Graff | Registered representative | Oct 2017 (9y) | ||
| Ryan Adam Lansford | Registered representative | Oct 2017 (9y) | ||
| Gregory Peter Ilukowicz | Registered representative | Mar 2018 (8y) | ||
| Derek Allan Tritsch | Registered representative | Mar 2018 (8y) | ||
| Colby James Rogers | Registered representative | Mar 2018 (8y) | ||
| Kelly Elizabeth Wright | Registered representative | May 2018 (8y) | ||
| Charles Oliver Pickett | Registered representative | Jun 2018 (8y) | ||
| Saad Qazi | Registered representative | Jul 2018 (8y) | ||
| Nicholas Justin Dickinson | Registered representative | Jul 2018 (8y) | ||
| Bryan Eric Jamison | Registered representative | Jul 2018 (8y) | ||
| Jay A Dedeker | Registered representative | Jul 2018 (8y) | ||
| Lynn Ross Van Houten | Registered representative | CFP | Aug 2018 (8y) | |
| Mary Virginia Trotter | Registered representative | Aug 2018 (8y) | ||
| Clinton De Shawn Ward | Registered representative | Aug 2018 (8y) | ||
| Scott Gordon Kishbaugh | Registered representative | Aug 2018 (8y) | ||
| Christopher Daniel Gryzen | Registered representative | Sep 2018 (8y) | ||
| John Richard Russo | Registered representative | Sep 2018 (8y) | ||
| Alice V Miller | Registered representative | Sep 2018 (8y) | ||
| Michael Charles Berry | Registered representative | Oct 2018 (8y) | ||
| Michael Khoury | Registered representative | Oct 2018 (8y) | ||
| Derrick Scott Kelly | Registered representative | Nov 2018 (8y) | ||
| Stephen Lawrence Vaughn | Registered representative | Dec 2018 (8y) | ||
| Kent Edmund Sipe | Registered representative | Jan 2019 (8y) | ||
| Andrew Chandler Parks | Registered representative | Jan 2019 (8y) | ||
| Neetaben Patel | Registered representative | Feb 2019 (8y) | ||
| Terry Toth | Registered representative | Mar 2019 (7y) | ||
| Bruce Craig Mc Culloch | Registered representative | Mar 2019 (7y) | ||
| Tony Kang | Registered representative | Mar 2019 (7y) | ||
| Rodolfo De La Sierra | Registered representative | Mar 2019 (7y) | ||
| Christopher Croy Sprague | Registered representative | Mar 2019 (7y) | ||
| Kenneth Gregory Klages | Registered representative | Apr 2019 (7y) | ||
| John Cody Saulpaw | Registered representative | May 2019 (7y) | ||
| Bryan James Baccaro | Registered representative | Jun 2019 (7y) | ||
| Christopher Bryan Bezoni | Registered representative | Jun 2019 (7y) | ||
| Matthew Thomas Oelschlager | Registered representative | CFP | Jun 2019 (7y) | |
| Joseph R Volpi | Registered representative | Aug 2019 (7y) | ||
| Luis Magin Alcala | Registered representative | Aug 2019 (7y) | ||
| Todd Christopher Mendler | Registered representative | Sep 2019 (7y) | ||
| Darin Robert Hall | Registered representative | Oct 2019 (7y) | ||
| Joyce Cave | Registered representative | Nov 2019 (7y) | ||
| William Todd Doran | Registered representative | Jan 2020 (7y) | ||
| Matthew T Goelzer | Registered representative | Mar 2020 (6y) | ||
| Gary Hiromi Nakamura | Registered representative | Mar 2020 (6y) | ||
| Bonnie Lynn Partin | Registered representative | Apr 2020 (6y) | ||
| Riley De Loss Rankin | Registered representative | Jun 2020 (6y) | ||
| Travis Henry Work | Registered representative | Jul 2020 (6y) | ||
| Sean Everett Wilson | Registered representative | Aug 2020 (6y) | ||
| Ron Greenfield | Registered representative | Sep 2020 (6y) | ||
| Thomas M Ercolano | Registered representative | Oct 2020 (6y) | ||
| Matthew Partin | Registered representative | Nov 2020 (6y) | ||
| Jeremy Craig Mayfield | Registered representative | Dec 2020 (6y) | ||
| Steven Richard Ingate | Registered representative | Dec 2020 (6y) | ||
| Justin F Farnsworth | Registered representative | Dec 2020 (6y) | ||
| Jamaal James Moore | Registered representative | Dec 2020 (6y) | ||
| Jayden Tod Parker | Registered representative | CFP | Jan 2021 (6y) | |
| Michael Scott Gilbert | Registered representative | CFP | Jan 2021 (6y) | |
| Roosevelt Pierre Elivert | Registered representative | Chartered Financial Consultant | Jan 2021 (6y) | |
| Marlen Osadchy | Registered representative | Apr 2021 (5y) | ||
| Mark John Faber | Registered representative | Apr 2021 (5y) | ||
| Jonathan Paul Bostwick | Registered representative | Apr 2021 (5y) | ||
| Suzanne Hillary Nitzberg | Registered representative | CFP | Apr 2021 (5y) | |
| Linda Marie Heckathorn | Registered representative | Apr 2021 (5y) | ||
| Brandon John Nelson | Registered representative | Apr 2021 (5y) | ||
| Keith T Lohm | Registered representative | Apr 2021 (5y) | ||
| Sherry Faye Bogus | Registered representative | Apr 2021 (5y) | ||
| Timothy Baird | Registered representative | May 2021 (5y) | ||
| David Elliot Erb | Registered representative | May 2021 (5y) | ||
| Rafael Ceara Almodovar | Registered representative | May 2021 (5y) | ||
| Avinash Daswani | Registered representative | May 2021 (5y) | ||
| Christopher Nicholas Crandle | Registered representative | May 2021 (5y) | ||
| Steven David Chafin | Registered representative | Jun 2021 (5y) | ||
| Neil Harlin Ickes | Registered representative | CFP | Jun 2021 (5y) | |
| Sean Alan Sunderlage | Registered representative | Jun 2021 (5y) | ||
| Stephen Andrew Conte | Registered representative | Jun 2021 (5y) | ||
| Robert Joseph Laney | Registered representative | Jun 2021 (5y) | ||
| Frank Suspenzi | Registered representative | Jul 2021 (5y) | ||
| Wayne Christopher Klatt | Registered representative | Jul 2021 (5y) | ||
| Brian Keith Laspino | Registered representative | Aug 2021 (5y) | ||
| Thomas Michael Schreiner | Registered representative | Aug 2021 (5y) | ||
| James Anthony Geraci | Registered representative | Sep 2021 (5y) | ||
| Tsunghsin Chen | Registered representative | Sep 2021 (5y) | ||
| Christopher Martin Walsh | Registered representative | Nov 2021 (5y) | ||
| Alice Huang Sundberg | Registered representative | Nov 2021 (5y) | ||
| John Steven Mcmillian | Registered representative | Jan 2022 (5y) | ||
| Cayden Christopher Alexander | Registered representative | Jan 2022 (5y) | ||
| Michael Farlow | Registered representative | Feb 2022 (4y) | ||
| Marlon Geroid Carter | Registered representative | Feb 2022 (4y) | ||
| Carlas Wade Dixon | Registered representative | Feb 2022 (4y) | ||
| Brendan Colin Schuck | Registered representative | CFP | Mar 2022 (4y) | |
| Jennifer Lynn Disrud | Registered representative | Mar 2022 (4y) | ||
| Gregory Ronald Smith | Registered representative | Apr 2022 (4y) | ||
| Rea Ptacin | Registered representative | May 2022 (4y) | ||
| Percy James Potts | Registered representative | May 2022 (4y) | ||
| Ryan Patrick Paris | Registered representative | Aug 2022 (4y) | ||
| Kevin J Kemak | Registered representative | Aug 2022 (4y) | ||
| Nicholas Robinson Nave | Registered representative | Sep 2022 (4y) | ||
| James Thomas North | Registered representative | Sep 2022 (4y) | ||
| Robert M Karaya | Registered representative | Oct 2022 (4y) | ||
| Jonathan Arthur Foreman | Registered representative | Chartered Financial Consultant | Oct 2022 (4y) | |
| Julie Michele Hahn | Registered representative | Nov 2022 (4y) | ||
| Frank Holder | Registered representative | Dec 2022 (4y) | ||
| Paul Donald Lanspa | Registered representative | Dec 2022 (4y) | ||
| Collette A Morgan | Registered representative | Jan 2023 (4y) | ||
| Stephen Michael De Maio | Registered representative | Jan 2023 (4y) | ||
| Sean Mc Mullin | Registered representative | Feb 2023 (4y) | ||
| Chrissa Wyntjes Moore | Registered representative | Feb 2023 (3y) | ||
| Robert E Budavich | Registered representative | Mar 2023 (3y) | ||
| Kevin Egan | Registered representative | Mar 2023 (3y) | ||
| Trevor Kene Litherland | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Frank Ralph Perri | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| James Michael Derosa | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Robert Dwight Pfromm | Registered representative | Chartered Financial Consultant | Mar 2023 (3y) | |
| Todd Edward Gentile | Registered representative | CFP | Apr 2023 (3y) | |
| Donn George Sharer | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Thomas V Tetzlaff | Registered representative | Apr 2023 (3y) | ||
| Michael Patrick Junga | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Iris Janine Kessler | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Robert Howard Burns | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Patrick Kevin Lee | Registered representative | May 2023 (3y) | ||
| Robert Kenneth Becker | Registered representative | Chartered Financial Consultant | May 2023 (3y) | |
| Bruce Allen Cumbo | Registered representative | May 2023 (3y) | ||
| Michael Richard Lobeck | Registered representative | Jun 2023 (3y) | ||
| Charles Kent Mcgill | Registered representative | Chartered Financial Consultant | Jun 2023 (3y) | |
| Matthew Clinton Bade | Registered representative | Jul 2023 (3y) | ||
| Max John Umberger | Registered representative | Jul 2023 (3y) | ||
| Matthew Taylor Keener | Registered representative | CFP | Jul 2023 (3y) | |
| Peter Joseph Lo Presti | Registered representative | Aug 2023 (3y) | ||
| Peter Frontiero | Registered representative | Aug 2023 (3y) | ||
| Kenneth Vincent Kelly | Registered representative | CFP | Aug 2023 (3y) | |
| Douglas Michael Hartwick | Registered representative | Sep 2023 (3y) | ||
| Hansel R Bermudez | Registered representative | Sep 2023 (3y) | ||
| Ronald C Camet | Registered representative | Sep 2023 (3y) | ||
| John Charles Lofrumento | Registered representative | CFP | Sep 2023 (3y) | |
| Wayne Scott Mernone | Registered representative | Chartered Financial Consultant | Sep 2023 (3y) | |
| Leah Renee Vos | Registered representative | Sep 2023 (3y) | ||
| Michael Joseph Franzen | Registered representative | Oct 2023 (3y) | ||
| David Nell | Registered representative | Oct 2023 (3y) | ||
| Thomas William Burhorn | Registered representative | Oct 2023 (3y) | ||
| Innocent Bamituni Enaye | Registered representative | Oct 2023 (3y) | ||
| Jill Frances Palmer | Registered representative | Oct 2023 (3y) | ||
| Joseph Michael Palmer | Registered representative | Oct 2023 (3y) | ||
| Marybeth Juliana | Registered representative | Oct 2023 (3y) | ||
| Maxwell Chadwick Myrick | Registered representative | Oct 2023 (3y) | ||
| Dajuan Marcellus Mack | Registered representative | Oct 2023 (3y) | ||
| Hurong Lou | Registered representative | Oct 2023 (3y) | ||
| John Charles Darfler | Registered representative | Oct 2023 (3y) | ||
| Kevin Michael Carter | Registered representative | Oct 2023 (3y) | ||
| Ryan Smarr | Registered representative | Oct 2023 (3y) | ||
| Santiago Feliciano | Registered representative | Oct 2023 (3y) | ||
| Jeremy Thomas Burhorn | Registered representative | Nov 2023 (3y) | ||
| Niki Renee Gray | Registered representative | CFP | Nov 2023 (3y) | |
| Michael John Harvey | Registered representative | Nov 2023 (3y) | ||
| Richard Arthur Shively | Registered representative | Nov 2023 (3y) | ||
| Shannon Elizabeth Wiatrek | Registered representative | Dec 2023 (3y) | ||
| Guy Michael Brannum | Registered representative | Dec 2023 (3y) | ||
| John Douglas Boudreau | Registered representative | Chartered Financial Consultant | Dec 2023 (3y) | |
| Vernon Blugh | Registered representative | Dec 2023 (3y) | ||
| Gerald Pagaduan Cornel | Registered representative | Jan 2024 (3y) | ||
| Jeffrey Allen Kirschenmann | Registered representative | CFP | Jan 2024 (3y) | |
| John Davitt Eife | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Brian Thomas Duffy | Registered representative | Jan 2024 (3y) | ||
| Terrie Lynne Carpenter | Registered representative | Jan 2024 (3y) | ||
| Anthony Machiano | Registered representative | Jan 2024 (3y) | ||
| Dalton Jude Mc Carthy | Registered representative | Jan 2024 (3y) | ||
| Jennifer Sackett | Registered representative | Feb 2024 (3y) | ||
| Joseph Aloysius Bracken | Registered representative | Feb 2024 (2y) | ||
| Crystal Shaye Strong | Registered representative | Feb 2024 (2y) | ||
| Anthony Ciro Guerriero | Registered representative | Feb 2024 (2y) | ||
| Scott Morris Peterzell | Registered representative | Feb 2024 (2y) | ||
| Jeffrey Allen Stewart | Registered representative | CFP Chartered Financial Consultant | Mar 2024 (2y) | |
| Michael D Feinman | Registered representative | CFP | Mar 2024 (2y) | |
| James Andrew Makal | Registered representative | Mar 2024 (2y) | ||
| Curtis Andre James | Registered representative | Apr 2024 (2y) | ||
| Adam Joshua Paganetti | Registered representative | Apr 2024 (2y) | ||
| Aradhana Verma | Registered representative | Apr 2024 (2y) | ||
| Christopher Joseph De Simone | Registered representative | May 2024 (2y) | ||
| Rose Joyce | Registered representative | May 2024 (2y) | ||
| Susan Nancy Peck | Registered representative | May 2024 (2y) | ||
| Jennifer Lee Foust | Registered representative | May 2024 (2y) | ||
| Lana Smith | Registered representative | Jun 2024 (2y) | ||
| Gregg Mark Dubroc | Registered representative | Jul 2024 (2y) | ||
| Roman Lara | Registered representative | Jul 2024 (2y) | ||
| Chad Thomas Payment | Registered representative | Jul 2024 (2y) | ||
| Dwayne Eric Daniels | Registered representative | Jul 2024 (2y) | ||
| Ian Scott Reddock | Registered representative | Aug 2024 (2y) | ||
| Brian Dobrava | Registered representative | Aug 2024 (2y) | ||
| Michelle L Hassani | Registered representative | Aug 2024 (2y) | ||
| Chris Maliarakis | Registered representative | Sep 2024 (2y) | ||
| Adams Clemente Agtarap | Registered representative | Sep 2024 (2y) | ||
| Prachi Patel | Registered representative | Oct 2024 (2y) | ||
| Charles L Blue | Registered representative | Chartered Financial Consultant | Nov 2024 (2y) | |
| Dennis Michael Munroe | Registered representative | Chartered Financial Consultant | Nov 2024 (2y) | |
| Amy Michelle Ormsby | Registered representative | Dec 2024 (2y) | ||
| John Phillip Bennett | Registered representative | Jan 2025 (2y) | ||
| Robert Bryan Burkey | Registered representative | Jan 2025 (2y) | ||
| Frank Warner Anderson | Registered representative | Mar 2025 (1y) | ||
| Jonathan Charles Castaneda | Registered representative | Mar 2025 (1y) | ||
| Michael David Monaghan | Registered representative | Apr 2025 (1y) | ||
| Evan Samuel Hartstein | Registered representative | Chartered Financial Consultant | Apr 2025 (1y) | |
| Andrew Carter Evans | Registered representative | Apr 2025 (1y) | ||
| Daniel Bin | Registered representative | May 2025 (1y) | ||
| Matthew Shawn Smitherman | Registered representative | May 2025 (1y) | ||
| Paul Thomas Salter | Registered representative | Jun 2025 (1y) | ||
| Scott Diehl | Registered representative | Jun 2025 (1y) | ||
| Keith Allen O'keefe | Registered representative | Jun 2025 (1y) | ||
| Haughton Athol Bowen | Registered representative | Jun 2025 (1y) | ||
| Jake Stephen Gauruder | Registered representative | Jul 2025 (1y) | ||
| Michael Sadik Wardeh | Registered representative | Jul 2025 (1y) | ||
| Deanna Michele La Spino | Registered representative | Aug 2025 (1y) | ||
| Nicholas Vincent Marchese | Registered representative | Aug 2025 (1y) | ||
| Anna Carpenter | Registered representative | Aug 2025 (1y) | ||
| Jonathan Brent Beer | Registered representative | Aug 2025 (1y) | ||
| Michael J Melvin | Registered representative | Aug 2025 (1y) | ||
| Andrae Delisser | Registered representative | Sep 2025 (1y) | ||
| Jared James Burns Coffin | Registered representative | Oct 2025 (1y) | ||
| Brent Corbin Christensen | Registered representative | Oct 2025 (1y) | ||
| Timothy P Oleary | Registered representative | Oct 2025 (1y) | ||
| Kevin Jeremy Fox | Registered representative | CFP Chartered Financial Consultant | Oct 2025 (1y) | |
| Harry Vincent Hutchins | Registered representative | Oct 2025 (1y) | ||
| James Hutchins Held | Registered representative | Oct 2025 (1y) | ||
| Brian Lee Curry | Registered representative | Oct 2025 (1y) | ||
| Emmanuel Willis | Registered representative | Nov 2025 (1y) | ||
| Eric Anthony Rollins | Registered representative | Nov 2025 (1y) | ||
| Darryl Joseph Elliott | Registered representative | Dec 2025 (1y) | ||
| Joseph Jiles Joiner | Registered representative | Jan 2026 (1y) | ||
| Sean Stephens | Registered representative | Jan 2026 (1y) | ||
| Fritz Gerald Vilton | Registered representative | Jan 2026 (1y) | ||
| Cemental Lovey Grayson Rountree | Registered representative | Feb 2026 (1y) | ||
| Terence Vincent Gallagher | Registered representative | Feb 2026 (1y) | ||
| Brian Edward Streem | Registered representative | Feb 2026 (0y) | ||
| Lee Morris Mcpherson | Registered representative | CFP | Apr 2026 (0y) | |
| Tracy Allen Poole | Registered representative | Apr 2026 (0y) | ||
| Umit Mike Apak | Registered representative | Apr 2026 (0y) | ||
| James Glen Hollingsworth | Registered representative | Apr 2026 (0y) | ||
| Sean Goodman | Registered representative | Apr 2026 (0y) | ||
| Benjamin Eggleston | Registered representative | Apr 2026 (0y) | ||
| Michael Morgan Tolliver | Registered representative | CFP | May 2026 (0y) | |
| Richard Lee King | Registered representative | May 2026 (0y) | ||
| Eric Orlando Rivera Bonilla | Registered representative | Chartered Financial Consultant | Jun 2026 (0y) | |
| Chandrakumar Rajaratnam | Registered representative | Jun 2026 (0y) | ||
| David Austin Gasper | Registered representative | CFP | Jun 2026 (0y) | |
| Brian Gene Banks | Registered representative | Jun 2026 (0y) | ||
| Kurt Rahe | Registered representative | Jul 2026 (0y) | ||
| Christopher John Lindsley | Registered representative | Jul 2026 (0y) | ||
| James Edward Patton | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Allstate Insurance Company | Member | Nov 2023 | A | 75% or more |
| The Allstate Corporation | Shareholder | Nov 1992 | B | ≈ 56.25% – 100% via Allstate Insurance Company |
| Allstate Insurance Company | Shareholder | Mar 1957 | B | 75% or more of Allstate Life Insurance Company (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Allstate Corporation: 75% – 100% of Allstate Insurance Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Mccloud Inc. 401(k) Plan | Mccloud Inc. | 0 | $0 | 01/01/2025 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 2.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • THIRD PARTY ADVISORY FEES
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗