Drew
Knutson

Securities America Advisors, Inc

CRD#7011449
Investment Advisor
in La Vista, NE

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About this Advisor

Drew Knutson is a financial advisor working out of La Vista, Nebraska, who has been in the industry for 11 years. Knutson currently works for Securities America Advisors, Inc. During their career, Knutson has held roles at Securities America Inc, Alorica (Formerly West Corporation)), University Of Nebraska Omaha and Securities America, Inc. Knutson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Nebraska. Securities America Advisors, Inc is a business that has its headquarters in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 employees. It oversees $29 billion in assets across its 184,356 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 20 charitable organizations. Of its 184,356 client accounts, 15% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a broad set 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. Financial management fee schedules largely depend on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc may include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

No

Office Location

12325 Port Grace Blvd
La Vista, NE 68128-8204

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

NE Average: 226
Total Number of Accounts

184,356

NE Average: 7,467
Average Account Size

$157,439

NE 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

Drew Knutson Work History

Drew has 11 years of experience.

2019 - Present (2 years)

Securities America, Inc

2018 - 2019 (1 year)

Securities America Inc

2011 - 2017 (6 years)

Alorica (Formerly West Corporation))

2009 - 2011 (2 years)

University Of Nebraska Omaha

Disclosures

Drew Knutson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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