Securities America Advisors, Inc

Investment Advisor
in Missoula, MT

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About this Advisor

Gregg Sautter is a financial advisor operating in Missoula, Montana, with 43 years in the industry. Sautter is an advisor for Securities America Advisors, Inc. Over the course of their career, Sautter has held roles at Greg Sautter, Referee, Sautter Financial, Saudforent, Securities America, Inc, Montcoca, LLC, Securities America Advisors, Inc and Advanced Benefits, Inc. Sautter holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to advise clients in Montana. Securities America Advisors, Inc is a company operating in Missoula, Montana. The firm has offices in 1,271 locations and a total of 1,989 people on staff. It manages $29 billion in assets among its 184,356 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 184,356 accounts, 15% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a number 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 typically vary depending on which services are provided. Fee types billed by Securities America Advisors, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

43 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



Office Location

1008 South Ave. W.
Missoula, MT 59801-0000

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management


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


MT Average: 226
Total Number of Accounts


MT Average: 7,467
Average Account Size


MT 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

Gregg Sautter Work History

Gregg has 43 years of experience.

2006 - Present (15 years)

Advanced Benefits, Inc

2004 - Present (17 years)

Securities America Advisors, Inc

1998 - Present (23 years)

Securities America, Inc

1998 - Present (23 years)

Montcoca, LLC

1994 - Present (27 years)


1979 - Present (42 years)

Greg Sautter, Referee

1977 - Present (44 years)

Sautter Financial


Gregg Sautter has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Hillary Kent
Addison, TX
Robert Love
Clearfield, PA
Kathleen Steinbrecher
Walnut Creek, CA
David Wallach
New Haven, CT
Merline Kurian
Amarillo, TX
David Mann
Fargo, ND
David Gies
Waterbury, CT
Lisa Baker
Missoula, MT

This content was compiled from the SEC and FINRA.

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