Securities America Advisors, Inc
About this Advisor
Jacob Pfannenstiel is a financial advisor who works out of La Vista, Nebraska. Currently a registered financial advisor at Securities America Advisors, Inc, they have gathered 13 years of work experience as a financial advisor. Pfannenstiel has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Pfannenstiel is able to operate based out of Nebraska. Pfannenstiel has gained experience at Securities America Inc, Borsheims Jewelry Co Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 locations in the country. In total, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 client accounts and retains more than 1,989 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Securities America Advisors, Inc can offer 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Jacob Pfannenstiel Work History
Jacob has 13 years of experience.
Securities America Advisors
Securities America Inc
Borsheims Jewelry Co Inc
Jacob Pfannenstiel has no disclosures.
Please visit their SEC profile for more details.
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