Securities America Advisors, Inc

Investment Advisor
in Shawnee, KS

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About this Advisor

Daniel Stewart is a financial advisor operating in Shawnee, Kansas with 6 years of industry experience. Stewart works at Securities America Advisors, Inc. Over the course of their career, they have held roles at Self Employed - Dan Stewart, Vsr Financial Services, Inc, Vsr Advisory Services, Professional Financial Concepts, LLC, Summit Brokerage Services, Inc, Summit Financial Group, Inc, Securities America, Inc and Securities America Advisors. Stewart has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas and Texas. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, NE. The firm has offices in 1,469 locations and a total of 3,748 financial advisors. It controls $38 billion in assets between its 200,228 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 200,228 client accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a broad array 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 fee schedules depend on which service is provided. Fees charged by Securities America Advisors, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Shawnee, KS

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


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


KS Average: 226
Total Number of Accounts


KS Average: 7,467
Average Account Size


KS 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

Daniel Stewart Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (6 years)

Securities America, Inc

2017 - Present (6 years)

Securities America Advisors

2006 - Present (17 years)

Professional Financial Concepts, LLC

1985 - Present (38 years)

Self Employed - Dan Stewart

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group, Inc

2007 - 2016 (9 years)

Vsr Advisory Services

2006 - 2016 (10 years)

Vsr Financial Services, Inc

*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.


Please visit the SEC profile of Daniel Stewart 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

Brandon Warman
Kimberly, WI
Edward Debay
East Hartford, CT
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
John Weekly
Omaha, NE
Seth Wilson
Fresno, CA
Erinn Ford
La Vista, NE
Richard Dutrisac
Costa Mesa, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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