Securities America Advisors, Inc
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
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
Jennifer Brunner Work History
Jennifer has 17 years of experience.
Securities America, Inc
Securities America Advisors
Jennifer Brunner has no disclosures.
Please visit their SEC profile for more details.
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