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Travis Peterson

Allstate Financial Advisors, LLC

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About Travis Peterson

Travis Peterson is a financial advisor who has been in the industry since 2014. Travis is registered to provide investment advice and securities transactions in Colorado and Nebraska. Travis currently works for Allstate Financial Advisors, LLC and has previously worked for Pruco Securities, LLC. and Allstate Financial Services, LLC. Travis holds Series 6, 7TO, 24, 26, 51 and 63 licenses as well as the SIE and Series 65 exams. Travis is a licensed insurance agent with Allstate Insurance Company.

Firm Information

Travis Peterson 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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Travis Peterson’s Registration & Firm History

CO

01/31/2024 - Present

Allstate Financial Advisors, LLC (Parker CO)

CO

12/21/2020 - 06/07/2022

PRUCO SECURITIES, LLC. (ENGLEWOOD CO)

CO

03/11/2014 - 12/03/2020

ALLSTATE FINANCIAL SERVICES, LLC (Lone Tree CO)

KS

01/21/2014 - 02/06/2014

FBL MARKETING SERVICES, LLC (LAWRENCE KS)

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Licenses & Designations

IA

Issued 02/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2024

Series 24 - General Securities Principal Examination

BC

Issued 04/25/2015

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/09/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Peterson.
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