Jennifer
Brunner

Securities America Advisors, Inc

CRD#4282014
Investment Advisor
in La Vista, NE

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About this Advisor

Jennifer Brunner is an investment advisor located in La Vista, Nebraska. Currently a registered financial advisor at Securities America Advisors, Inc, Brunner has 17 years of professional experience in the financial advisory industry. Brunner maintains Series 63 and Series 66 licenses, designating them as a securities broker. Brunner is able to act as an advisor based out of Wisconsin. The advisor has gained experience at Sii Investments, Securities America, Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 additional brick-and-mortar locations throughout the United States. In total, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 client accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

17 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

Jennifer Brunner Work History

Jennifer has 17 years of experience.

2018 - Present (3 years)

Securities America, Inc

2018 - Present (3 years)

Securities America Advisors

2003 - 2018 (15 years)

Sii Investments

Disclosures

Jennifer Brunner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mary Weed
Omaha, NE
James Falls
State College, PA
Bernadette Brown
Coraopolis, PA
Dana Baldridge
Sioux City, IA
Christopher Mark
Saint Louis, MO
Matthew Brakefield
Norwood Young America, MN
William Vail
Jacksonville Beach, FL
Tyler Dempster
Costa Mesa, CA

This content was compiled from the SEC and FINRA.

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