Manager · Allstate Financial Advisors, LLC
John D. Boudreau
CRD 6357880 · Named on Form ADV at one SEC-registered adviser
At a glance
Allstate Financial Advisors, LLC, an SEC-registered wealth manager based in Lincoln, NE with $142 million in regulatory assets, lists John D. Boudreau on its Form ADV as Manager, a control person.
Firms and roles
- Allstate Financial Advisors, LLCManagerWealth manager · Lincoln, NE · $142M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michael D. SweeneyChief Compliance Officer, Allstate Financial Advisors, LLC
- Mary K. NelsonChairman of the Board, Manager, Allstate Financial Advisors, LLC
- David J. MuellerGeneral Counsel and Secretary, Allstate Financial Advisors, LLC
- Scott S. DelaneyPresident and Chief Executive Officer, Allstate Financial Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.