David
Schaal

Securities America Advisors, Inc

CRD#706445
Investment Advisor
in La Vista, NE

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About this Advisor

David Schaal is a certified financial planner working in La Vista, Nebraska who has 9 years of industry experience. Schaal is currently employed by Securities America Advisors, Inc. Schaal has gained experience at Td Ameritrade, Securities America Inc and Securities America Advisors. Schaal has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Nebraska. Securities America Advisors, Inc is a company based in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 financial advisors. It manages $38 billion in assets under management among its 200,228 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves five charitable organizations. Of its 200,228 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business has a wide range 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 fees typically vary depending on which service is provided. However, fee types billed by Securities America Advisors, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 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

12325 Port Grace Blvd.
La Vista, NE 68128

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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

David Schaal Work History

David has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Securities America Inc

2014 - Present (10 years)

Securities America Advisors

2012 - 2014 (2 years)

Td Ameritrade

*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 David Schaal 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

Edward Debay
East Hartford, CT
Clint Eikmeier
Omaha, NE
Seth Wilson
Fresno, CA
Derek Bohne
Midvale, UT
Mark Hansen
San Jose, CA
Wesley Brown
La Vista, NE
Erinn Ford
La Vista, NE
Brandon Warman
Kimberly, WI

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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