Advisor at Allstate Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allstate Financial Advisors, LLC
Location
Emporia, KS 66801-4012
Credentials
Series 63, Series 65
Industry experience
38 years
Dorothy Tidwell is a financial advisor with Allstate Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Allstate Financial Advisors since 2012 and has a longstanding association with Allstate Financial Services LLC and Allstate Insurance Company dating back to 2002. Outside of her advisory work, she is involved in managing a family farm in Arkansas City, Kansas. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily offers retail managed-account programs through the Fidelity Managed Account Xchange (FMAX) platform, focusing on recommending and overseeing third-party managers and model portfolios on a non-discretionary basis.
$0 - $250,000: 0.50% to 1.50% annually $250,000 - $500,000: 0.50% to 1.35% annually $500,000 - $1,000,000: 0.50% to 1.25% annually $1,000,000 - $2,000,000: 0.50% to 1.15% annually $2,000,000 - $5,000,000: 0.50% to 1.00% annually $5,000,000+: 0.50% to 0.80% annually
Advisory Representatives receive commissions for sale of securities and other investment products; commission fees vary.
Account minimum: $50,000 Minimum fee: Minimum fee of 0.50% annually across all tiers
411 Commercial St
Emporia, KS 66801-4012
Kansas
Allstate Financial Advisors LLC
2012 - Present (14 years)
VestPro 5 Company
2012 - Present (14 years)
Allstate Financial Services LLC
2002 - Present (24 years)
Allstate Insurance CO
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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