# ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS, LLC of LINCOLN, NE is an SEC-registered investment adviser.

## Registration

- CRD: 109524
- Type: SEC-registered investment adviser
- SEC file number: 801-68510
- Location: 151 N 8TH STREET, SUITE 450, LINCOLN, NE, 68508
- Phone: 877-232-2142
- Latest filing: 2026-04-30
- Regulatory AUM: $142.4M
- Non-discretionary AUM: $142.4M
- Clients: 341
- Accounts: 493

## Business model

- Compensation: Other
- Clients served: Charities

## Officers, owners & control persons (49)

_Showing 25 of 49 people._

| Name | Role | Location |
| --- | --- | --- |
| Michael Daniel Sweeney | CHIEF COMPLIANCE OFFICER | — |
| Mary Kris Nelson | CHAIRMAN OF THE BOARD, MANAGER | — |
| Michael James Whitcomb | CONTROLLER | — |
| David John Mueller | GENERAL COUNSEL AND SECRETARY | — |
| Scott Sullivan Delaney | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| John Douglas Boudreau | MANAGER | — |
| ZILS JAMES PHILIP | TREASURER | — |
| WALSH DAVID ALASTAIR | VICE PRESIDENT - INVESTMENTS | — |
| BECKER FREDERIC KENNETH | MANAGER, CHIEF EXECUTIVE OFFICER, AND CHAIRMAN OF THE BOARD | — |
| EVANS JEFFREY WILLIAM | VICE PRESIDENT | — |
| LOUNDS JOHN | MANAGER | — |
| PRIESS KENNETH PAUL | CONTROLLER | — |
| RATH JOSEPH PATRICK | ASSISTANT VICE PRESIDENT, ASSISTANT GENERAL COUNSEL AND ASSISTANT SECRETARY; MANAGER/VICE PRESIDENT/SECRETARY/GENERAL COUNSEL | — |
| SMITH JOHN ERIC | MANAGER/PRESIDENT/CEO; MANAGER/PRESIDENT/CEO/CHAIRMAN OF THE BOARD | — |
| HOHMANN JAMES E | MANAGER/CHAIRMAN OF THE BOARD | — |
| BITTNER THOMAS CHARLES | VICE PRESIDENT-OPERATIONS; VICE PRESIDENT-OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| VERNEY STEVEN CARL | TREASURER | — |
| REED ALLEN RALPH | ASSISTANT SECRETARY; VICE PRESIDENT/GENERAL COUNSEL | — |
| RIZZO MARIO | ASSISTANT TREASURER | — |
| WEBB WILLIAM DUDLEY | ASSISTANT TREASURER | — |
| HOEH PHILLIP JOHN | CHIEF COMPLIANCE OFFICER | — |
| SWEENEY MICHAEL DANIEL | CHIEF COMPLIANCE OFFICER | — |
| VELOTTA MICHAEL JOSEPH | SECRETARY, GENERAL COUNSEL AND MANAGER | — |
| LOUNDS JOHN CARL | MANAGER | — |
| SYLLA CASEY J | PRESIDENT AND MANAGER | — |


## Disclosures (8)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109524/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109524/similar
- Related entities: https://search.stillhousedata.com/firm/109524/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109524

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.