Our Mission is to Support the Success of Our Clients
One of our primary goals is to develop a long-term, trusting relationship with you.
How We Help You Succeed
Our team has refined a process that seeks to put all the pieces of the puzzle together to create a work optional lifestyle!

Our Firm
Securities America, Inc. based in Omaha, Nebraska was founded in 1984 and is a national top 10 independent broker-dealer (as ranked by Financial Advisor magazine, 2017). Beginning 2018, Securities America Advisors had approximately $86 billion in total client assets under supervision. Securities America has over 2,500 financial representatives and is registered in all 50 states.

How We Communicate With You
Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, our informative client newsletter and weekly e-mail. You can also count on a response within 24 hours whenever you contact us with a question or concern.
Your source for updated market and economic news:
Weekly Market Commentary January 11, 2021 - In addition to a recap on the market's performance for the previous week and interesting factoids, this week's commentary also provides a few highlights of the recently passed $900 billion stimulus package. If you have questions on how the bill may affect you or other financial concerns, please click above on Schedule an Appointment to contact us.
Our Services
- Financial Planning
- Ongoing Investment Monitoring
- Periodic Reviews
- Comprehensive Portfolio Management
- Investment Strategies
- Risk Assessment
- Wealth Management
- Tailored Asset Allocation & Diversification
- Income Distribution
- Estate Planning
- Retirement Counseling
- Financial Education