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Kevin J Taalman

Allstate Financial Advisors, LLC

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About Kevin J Taalman

Kevin Taalman is an active financial advisor registered with Allstate Financial Advisors, LLC. Kevin has been in the financial services industry since 1999 and specializes in providing financial advice to individuals. Kevin is a Chartered Financial Consultant and holds several licenses and certifications including Series 7, Series 31, Series 63 and Series 65. Kevin's previous firms include TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., TD WATERHOUSE INVESTOR SERVICES, INC. and DEAN WITTER REYNOLDS INC.

Firm Information

Kevin Taalman 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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selection of other advisors

Helps you choose top advisors aligned with your 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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other

Third party advisory fees

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Kevin Taalman’s Registration & Firm History

IL

05/03/2013 - Present

Allstate Financial Advisors, LLC (Northbrook IL)

IL

06/07/2006 - 11/20/2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)

TX

09/11/2002 - 04/18/2006

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

12/19/1999 - 08/13/2002

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NY

12/23/1998 - 09/21/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 12/22/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin J Taalman. Review regulatory record here.
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