PF
PF

Peter Frontiero

41 Years of Experience
Lincoln, NE
Broker

Peter Frontiero is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 41 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

151 N 8th St Ste 450, Lincoln, NE, 68508-1380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Allstate Financial Advisors, LLC
August 2023 - Present · 2 yrs 9 mos
Allstate Financial Services, LLC
October 2017 - Present · 8 yrs 7 mos
Allstate Financial Services, LLCBroker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Allstate Financial Advisors, LLC
December 2017 - July 2023 · 5 yrs 7 mos
Allstate Financial Advisors, LLC
October 2017 - October 2017 · 0 mos
People's Securities, INC.
July 2012 - September 2017 · 5 yrs 2 mos
People's Securities, INC.Broker
July 2012 - September 2017 · 5 yrs 2 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2008 - May 2011 · 2 yrs 11 mos
Bancwest Investment Services, INC.Broker
April 2003 - May 2011 · 8 yrs 1 mo
Citicorp Investment ServicesBroker
February 2003 - April 2003 · 2 mos
Cal Fed InvestmentsBroker
May 1994 - February 2003 · 8 yrs 9 mos
Fn Investment CenterBroker
November 1988 - April 1994 · 5 yrs 5 mos
Kennedy, Cabot & CO.Broker
October 1987 - July 1988 · 9 mos
Pamco Securities and Insurance ServicesBroker
December 1986 - October 1987 · 10 mos
New England Securities CorporationBroker
September 1983 - December 1986 · 3 yrs 3 mos
First Investors CorporationBroker
April 1983 - November 1983 · 7 mos
State Registrations1 state
AZ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.