Bart Allard is a PFS-designated registered investment advisor, based in Schaumburg, IL, with 22 years of industry experience.
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bart is 90% owner of Allard Financial Advisors, LLC, a financial services entity, and 100% owner of Allard Rentals, LLC. He also sells and services fixed indexed annuities and insurance products through Avantax, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Lundy Allard Wealth Management, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 states
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.