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
Lincoln, NE 68508-1380
Credentials
Series 63, Series 66
Industry experience
27 years
Michael Graff is a financial advisor with Allstate Financial Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Allstate Financial Advisors since 2017 and previously operated MRG Interests LLC for 19 years. Additionally, he receives renewal commissions from life and health insurance policies sold during his 34-year tenure as a State Farm agent. Allstate Financial Advisors provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other entities, primarily through recommending and monitoring third-party managers on the Fidelity Managed Account Xchange platform. The firm focuses on non-discretionary managed accounts and emphasizes client collaboration in selecting portfolios and conducting regular reviews.
$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
151 N 8th St Ste 450
Lincoln, NE 68508-1380
Texas
Allstate Financial Advisors, LLC
2017 - Present (9 years)
Allstate Financial Services, LLC
2015 - Present (11 years)
Allstate Insurance Co
2015 - Present (11 years)
MRG Interests LLC
1998 - 2017 (19 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.
Series 63, Series 65
Lincoln, NE
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Series 63, Series 65
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CFP®, Series 65, Series 66
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Series 63, Series 65
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CFP®, Series 65
Lincoln, NE
AlphaOmega Wealth Management, LLC
CFP®, Series 63, Series 65
Lincoln, NE
R2 Wealth Management Partners
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