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Tony Kang

Allstate Financial Advisors, LLC
22 Years of Experience
Skokie, IL
3 DisclosuresBroker
View SEC Summary
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Tony Kang is a registered investment advisor at Allstate Financial Advisors, LLC, based in Skokie, IL, with 22 years of industry experience. Tony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M in assets under management.

Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
326 advisors
Number of Clients
397 clients
Average Client Portfolio
$359K average
Assets Under Management
$142.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8009 Kenton Ave, Skokie, IL, 60076-3110

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015
Settled
Customer Dispute
November 2014
Settled
Customer Dispute
February 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Allstate Financial Advisors, LLC
March 2019 - Present · 7 yrs 7 mos
Allstate Financial Services, LLCBroker
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
National Securities CorporationBroker
April 2017 - March 2019 · 1 yr 11 mos
National Asset Management, INC.
April 2017 - March 2019 · 1 yr 11 mos
Investment Professionals, INC.
January 2015 - April 2017 · 2 yrs 3 mos
Investment Professionals, INC.Broker
January 2015 - April 2017 · 2 yrs 3 mos
Fifth Third Securities, INC.
July 2010 - January 2015 · 4 yrs 6 mos
Fifth Third Securities, INC.Broker
July 2010 - January 2015 · 4 yrs 6 mos
Charles Schwab & CO., INC.
August 2005 - July 2010 · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
August 2005 - July 2010 · 4 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2004 - July 2005 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - July 2005 · 1 yr 2 mos
State Registrations2 states
ILWI
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.
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