Grant
Keeler

Securities America Advisors, Inc

CRD#5308098
Investment Advisor
in La Vista, NE

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About this Advisor

Grant Keeler is an investment advisor who lives in La Vista, Nebraska. Currently an advisor at Securities America Advisors, Inc, they have gathered 11 years of work experience as a financial advisor. Keeler maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Keeler is able to act as an advisor based out of Nebraska. During their career, the advisor has held roles at Edward Jones, Securities America Inc, Securities America Advisors and Nebraska Department Of Banking & Finance/Securities Bureau. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 offices in the nation. In aggregate, Securities America Advisors, Inc manages $29 billion in assets across 184,356 accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Securities America Advisors, Inc can provide 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. The firm's fees may include 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

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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

Grant Keeler Work History

Grant has 11 years of experience.

2016 - Present (5 years)

Securities America Inc

2016 - Present (5 years)

Securities America Advisors

2013 - 2016 (3 years)

Nebraska Department Of Banking & Finance/Securities Bureau

2009 - 2012 (3 years)

Edward Jones

Disclosures

Grant Keeler 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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