Ryan
Mehalovich

Securities America Advisors, Inc

CRD#5272363
Investment Advisor
in West Des Moines, IA
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About this Advisor

Ryan Mehalovich is a financial advisor in West Des Moines, Iowa. Currently a registered financial advisor at Securities America Advisors, Inc, they have gathered 12 years of work experience as a financial advisor. Mehalovich maintains Series 66 and Series 63 licenses, which certify the advisor as a securities broker. Mehalovich is able to serve clients in Iowa. Throughout their career, Mehalovich has worked at Liberty Bank Of Iowa, Edward Jones, Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Northwest Wealth Management, LLC, Securities America Advisors and Securities America, Inc. Securities America Advisors, Inc is based out of West Des Moines, Iowa, and operates out of 1,238 locations throughout the country. In aggregate, Securities America Advisors, Inc manages $22 billion in assets across 141,149 accounts and employs more than 1,875 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 77,459 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 10% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Securities America Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

12 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3580 Ep True Pkwy Ste 100
West Des Moines, IA 50265

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

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

1,992

IA Average: 226
Total Number of Accounts

154,747

IA Average: 7,467
Average Account Size

$141,440

IA Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Ryan Mehalovich Work History

Ryan has 12 years of experience.

2018 - Present (1 year)

Securities America Advisors

2018 - Present (1 year)

Securities America, Inc

2012 - 2018 (6 years)

Northwest Wealth Management, LLC

2011 - 2012 (1 year)

Liberty Bank Of Iowa

2011 - 2012 (1 year)

Vsr Financial Services, Inc

2011 - 2012 (1 year)

Vsr Advisory Services, Inc

2006 - 2011 (5 years)

Edward Jones

Disclosures

Ryan Mehalovich has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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