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Joseph Michael Palmer

Allstate Financial Advisors, LLC

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About Joseph Michael Palmer

Joseph Michael Palmer has been in the financial services industry since 2000. Joseph is currently registered with Allstate Financial Advisors, LLC. Joseph has a wide range of experience in the industry, and holds a variety of licenses and designations, including Series 6, 7, 24, 53, 63, 65, 99TO, and SIE. Joseph has previously worked at U.S. BANCORP INVESTMENTS, INC., FARMERS FINANCIAL SOLUTIONS, LLC and INVESTORS BROKERAGE SERVICES, INC..

Firm Information

Joseph Palmer is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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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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other

Third party advisory fees

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Joseph Palmer’s Registration & Firm History

NE

10/19/2023 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

MN

10/18/2000 - 04/16/2004

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

CA

09/08/2000 - 09/19/2000

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

IL

03/07/2000 - 09/08/2000

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

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Licenses & Designations

IA

Issued 12/30/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/28/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/17/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Michael Palmer.
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