Jeffrey
Sietstra

Securities America Advisors, Inc

CRD#4862968
Investment Advisor
in La Vista, NE

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About this Advisor

Jeffrey Sietstra is a financial advisor who works out of La Vista, Nebraska with a total of 16 years of relevant experience. Sietstra is an advisor for Securities America Advisors, Inc. During their career, the advisor has held roles at Securities America, Inc and Securities America Advisors, Inc. Sietstra holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska. Securities America Advisors, Inc is an advisory business based out of La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 people on staff. It oversees $38 billion in total assets between its 200,228 accounts, placing it among the largest firms in the nation 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 investable assets. The firm performs a diverse array 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 advisory fee schedules depend on which services the firm provides the client. However, fees charged by Securities America Advisors, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

16 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

Jeffrey Sietstra Work History

Jeffrey has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Securities America Advisors, Inc

2004 - Present (20 years)

Securities America, Inc

*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 Jeffrey Sietstra 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

Andi Yao
Burlingame, CA
William Rahjes
Gothenburg, NE
Steven Juul
Spokane, WA
Derek Bohne
Midvale, UT
Brandon Warman
Kimberly, WI
Edward Debay
East Hartford, CT
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

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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