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Patrick Michael Conaway

Allstate Financial Advisors, LLC

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About Patrick Michael Conaway

Patrick Conaway is an investment advisor representative with Allstate Financial Advisors, LLC in Aurora, Colorado. Patrick has been in the financial industry since 1998. Patrick Conaway has Series 6, 7, 24, 63, and 65 licenses. Patrick Conaway is registered in Colorado, Georgia, Illinois, Texas and Washington. Patrick Conaway's previous employment includes Farmers Financial Solutions, LLC, TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Forth Financial Securities, Corporation. Patrick Conaway specializes in portfolio management for individuals.

Firm Information

Patrick Conaway 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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Patrick Conaway’s Registration & Firm History

CO

08/18/2016 - Present

Allstate Financial Advisors, LLC (Aurora CO)

CO

09/04/2015 - 06/23/2016

FARMERS FINANCIAL SOLUTIONS, LLC (Greenwood Village CO)

CO

05/21/2003 - 12/03/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

NY

11/24/1998 - 05/06/2003

TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)

VA

07/21/1995 - 12/03/1996

FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)

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Licenses & Designations

IA

Issued 12/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/20/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Michael Conaway.
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