Adviser and broker representative · Allstate Financial Advisors, LLC
Neetaben Patel
CRD 5183999 · Lincoln, NE
At a glance
Neetaben Patel is an investment adviser representative with Allstate Financial Advisors, LLC in Lincoln, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neetaben’s SEC record dates to 2013, about 13 years ago. Neetaben is also registered as a broker representative.
Current advisory firm
- Allstate Financial Advisors, LLCSince February 2019Lincoln, NE · $142M in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Neetaben’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Allstate Financial Advisors, LLC
- James T. BadorekLincoln · Chartered Financial Consultant
- Brian G. BanksLincoln
- John D. BoudreauLincoln · Chartered Financial Consultant
- Thomas L. ChiatalasLincoln · Certified Financial Planner, Chartered Financial Consultant
- Scott S. DelaneyLincoln
- David E. ErbLincoln
- Jonathan A. ForemanLincoln · Chartered Financial Consultant
- Peter FrontieroLincoln
Every advisor at Allstate Financial Advisors, LLC →Allstate Financial Advisors, LLC: assets, clients and custodians →Financial advisors in Lincoln, NE →Every Allstate Financial Advisors, LLC advisor in Lincoln →Advisor Moves: who changed firms this week →