Matthew
Kennedy

Securities America Advisors, Inc

CRD#6484401
Investment Advisor
in West Des Moines, IA

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About this Advisor

Matthew Kennedy is a financial advisor operating out of West Des Moines, Iowa with 5 years of relevant experience. Kennedy is currently employed by Securities America Advisors, Inc. Kennedy has gained experience at Edward Jones, Kennedy Properties, Winn'S Pizza & Steakhouse, Grade/High School And College and Securities America, Inc. Kennedy holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Securities America Advisors, Inc is a firm based out of La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 people on staff. It oversees $38 billion in assets under management between its 200,228 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. Securities America Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on the financial services provided. Fee types charged by Securities America Advisors, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1415 28Th St Ste 300
West Des Moines, IA 50266

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

IA Average: $1,978,216,465
Total Number of Employees

3,748

IA Average: 226
Total Number of Accounts

200,228

IA Average: 7,467
Average Account Size

$190,602

IA Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Kennedy Work History

Matthew has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Securities America, Inc

2009 - Present (15 years)

Kennedy Properties

2016 - 2018 (2 years)

Edward Jones

2015 - 2015 (< 1 year)

Edward Jones

2008 - 2016 (8 years)

Winn'S Pizza & Steakhouse

2006 - 2016 (10 years)

Grade/High School And College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Kennedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

Wesley Brown
La Vista, NE
Hugh Carter
Richmond, VA
Matthew Stange
Urbandale, IA
Derek Bohne
Midvale, UT
Donald Seaman
La Vista, NE
Denis Conlon
Orland Park, IL
Seth Wilson
Fresno, CA
Edward Debay
East Hartford, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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