Matthew
Brakefield

Securities America Advisors, Inc

CRD#5497027
Investment Advisor
in Norwood Young America, MN

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About this Advisor

Matthew Brakefield is a financial advisor who works in Norwood Young America, Minnesota, who has been in the advisory business for 10 years. Brakefield is an employee of Securities America Advisors, Inc. Throughout their career, Brakefield has worked at Pindrop Hearing, Investment Centers Of America, Fintegra, LLC, Securities America Inc and Securities America Advisors. Brakefield maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to operate in Minnesota and Texas. Securities America Advisors, Inc is a business that has its headquarters in Norwood Young America, Minnesota. The investment advisory business has offices in 1,271 locations and a total of 1,989 people on staff. It handles $29 billion in assets across its 184,356 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 184,356 customer accounts, 15% belong to high-net-worth individuals who have at least $1 million in assets. The company performs a broad range of services, such as 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Securities America Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

Yes

Office Location

409 Faxon Rd
Norwood Young America, MN 55368

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

MN Average: 226
Total Number of Accounts

184,356

MN Average: 7,467
Average Account Size

$157,439

MN 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

Matthew Brakefield Work History

Matthew has 10 years of experience.

2015 - Present (6 years)

Securities America Inc

2015 - Present (6 years)

Securities America Advisors

2013 - 2015 (2 years)

Fintegra, LLC

2010 - 2014 (4 years)

Pindrop Hearing

2010 - 2013 (3 years)

Investment Centers Of America

Disclosures

Matthew Brakefield has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Andrew Zanowski
Chesterfield, MO
Brady Mullen
Littleton, CO
Joel Nelson
Sterling, CO
Michael Albert
Bryan, TX
Syed Nishat
New York, NY
Richard Rustin
Huntington Beach, CA
Merline Kurian
Amarillo, TX
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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