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Chad Steven Ontko

Allstate Financial Services, LLC

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About Chad Steven Ontko

Chad Ontko is a financial advisor with Allstate Financial Services, LLC in College Station, Texas. Chad has been in the financial services industry since February 10, 2012. Chad has a Series 66 license as well as Series 7 and SIE licenses. Chad has been registered with the state of Texas as a broker since April 25, 2017. Chad previously worked for Raymond James Financial Services, Inc. and Edward Jones.

Firm Information

Chad Ontko is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Chad Ontko’s Registration & Firm History

TX

04/25/2017 - Present

Allstate Financial Services, LLC (College Station TX)

TX

11/19/2015 - 10/07/2016

RAYMOND JAMES FINANCIAL SERVICES, INC. (LUBBOCK TX)

TX

05/12/2011 - 09/04/2015

EDWARD JONES (BRYAN TX)

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Licenses & Designations

BOTH

Issued 05/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Steven Ontko.
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