Saad Qazi is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 25 years of industry experience. Saad 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
151 N 8th St Ste 450, Lincoln, NE, 68508-1380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Saad owns Madani Green, LLC, which is involved in real estate and previously scrap metal (until 2020). He is also an authorized member of Pinnacle Florida Consulting LLC, which is exploring import opportunities, selling international telecom services, and looking to buy/sell/rent properties; this takes about 10-20% of Saad's time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLC
Previous Registrations
Nationwide Securities, LLC
1717 Capital Management CompanyBroker
Nationwide Securities, LLCBroker
State Registrations4 states
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