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Kevin Thomas Klipp

Allstate Financial Advisors, LLC

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About Kevin Thomas Klipp

Kevin Thomas Klipp is a financial advisor with over 17 years of experience in the financial services industry. Kevin is currently registered with Allstate Financial Advisors, LLC in Jacksonville, Florida. Kevin's career started at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Jacksonville, Florida. Kevin has passed numerous securities exams, including the Series 6, Series 7, Series 9, Series 10, and Series 63 and 66. Kevin is a registered representative in 7 states.

Firm Information

Kevin Klipp 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

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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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Kevin Klipp’s Registration & Firm History

FL

07/01/2014 - Present

Allstate Financial Advisors, LLC (Jacksonville FL)

FL

05/08/2007 - 07/01/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 07/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/27/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/08/2008

Series 7 - General Securities Representative Examination

BC

Issued 05/07/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Thomas Klipp.
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