Bruce
Aken

Securities America Advisors, Inc

CRD#5753051
Investment Advisor
in Omaha, NE

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About this Advisor

Bruce Aken is a financial advisor working out of Omaha, Nebraska with 6 years of industry experience. Aken is an advisor for Securities America Advisors, Inc. Over the course of their career, they have held roles at Ameritas Investment Partners, Park Avenue Securities, LLC, Park Avenue Securities, Guardian Life Insurance, Securities America, Inc and Securities America Advisors. Aken maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska. Securities America Advisors, Inc is a financial advisory firm operating out of La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It handles $38 billion in total assets among its 200,228 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a wide 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 and educational seminars. Financial management fee schedules largely are based on the type of services. However, fee types charged by Securities America Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

11620 Arbor St Ste 201
Omaha, NE 68144

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

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

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE 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

Bruce Aken Work History

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

2017 - Present (7 years)

Securities America, Inc

2017 - Present (7 years)

Securities America Advisors

2016 - 2016 (< 1 year)

Park Avenue Securities, LLC

2016 - 2017 (1 year)

Park Avenue Securities

2016 - 2017 (1 year)

Guardian Life Insurance

2012 - 2016 (4 years)

Ameritas Investment Partners

*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.

Disclosures

Please visit the SEC profile of Bruce Aken 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
Andi Yao
Burlingame, CA
Derek Bohne
Midvale, UT
John Weekly
Omaha, NE
Seth Wilson
Fresno, CA
Steven Juul
Spokane, WA
Christopher Conti
Johnston, RI

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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