Securities America Advisors, Inc
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About this Advisor
Stephanie Bolles is a certified financial planner located in West Des Moines, Iowa. Currently an advisor with Securities America Advisors, Inc, they have gathered 15 years of professional experience in the financial advisory industry. Bolles maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Bolles can work with customers based out of Iowa. Their career trajectory has included roles at Woodbury Financial Services, Inc, Sammons Securities Company LLC, Securities Service Network, Securities America Advisors and Securities America, Inc. Securities America Advisors, Inc is headquartered in West Des Moines, Iowa, and operates out of 1,238 offices in the United States. Overall, Securities America Advisors, Inc manages $22 billion in assets dispersed across 141,149 client accounts and retains more than 1,875 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 77,459 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 10% of the investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Stephanie Bolles Work History
Stephanie has 15 years of experience.
Securities America Advisors
Securities America, Inc
Securities Service Network
Sammons Securities Company LLC
Woodbury Financial Services, Inc
Stephanie Bolles has no disclosures.
Please visit their SEC profile for more details.
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