Stephanie
Bolles

Securities America Advisors, Inc

CRD#4493619
Investment Advisor
in West Des Moines, IA
Are you Stephanie Bolles? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2013 - Present (6 years)

Securities America Advisors

2013 - Present (6 years)

Securities America, Inc

2010 - 2013 (3 years)

Securities Service Network

2009 - 2010 (1 year)

Sammons Securities Company LLC

2003 - 2009 (6 years)

Woodbury Financial Services, Inc

Disclosures

Stephanie Bolles has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started