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<strong>Our Firm</strong>

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.

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<strong>How We Communicate With You</strong>

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.

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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.

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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
Wealthscape

Wealthscape

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