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Brian Laspino

19 Years of Experience
Lincoln, NE
Broker

Brian Laspino is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 19 years of industry experience. Brian 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, 68508-1316

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Brian is an independent scuba instructor for PADI and DAN since 2010, certifying students in diving, CPR, and first aid. This activity takes a few hours per week.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
August 2021 - Present · 5 yrs 1 mo
Allstate Financial Services, LLC
October 2013 - Present · 12 yrs 11 mos
Allstate Financial Services, LLCBroker
October 2013 - Present · 12 yrs 11 mos
Previous Registrations
On Investment Management CO
June 2009 - January 2010 · 7 mos
The O.N. Equity Sales CompanyBroker
June 2009 - January 2010 · 7 mos
Metlife Securities INC.Broker
April 2009 - June 2009 · 2 mos
Amerivest Investment Management, LLC
December 2008 - April 2009 · 4 mos
TD Ameritrade, INC.
August 2008 - April 2009 · 8 mos
TD Ameritrade, INC.Broker
August 2008 - April 2009 · 8 mos
Metlife Securities INC.
April 2006 - August 2008 · 2 yrs 4 mos
Metlife Securities INC.Broker
February 2003 - August 2008 · 5 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
February 2003 - July 2007 · 4 yrs 5 mos
State Registrations1 state
PA
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.