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Thomas Tetzlaff

17 Years of Experience
Lincoln, NE
Broker

Thomas Tetzlaff is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 17 years of industry experience. Thomas 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
April 2023 - Present · 3 yrs 3 mos
Allstate Financial Services, LLC
October 2008 - Present · 17 yrs 9 mos
Allstate Financial Services, LLCBroker
October 2008 - Present · 17 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
November 2006 - February 2007 · 3 mos
Wells Fargo Investments, LLCBroker
September 2006 - February 2007 · 5 mos
State Registrations1 state
NE
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.
Thomas Tetzlaff - Financial Advisor | TrueAdvisor