Katrina
Furler

Securities America Advisors, Inc

CRD#5797769
Investment Advisor
in La Vista, NE

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About this Advisor

Katrina Furler is a financial advisor whose office is in La Vista, Nebraska. Currently a registered investment advisor with Securities America Advisors, Inc, Furler has 10 years of work experience. Furler maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Furler can advise investors in Nebraska. Over the course of their career, they have held roles at Woodmen Financial Services, Inc, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 other locations throughout the country. As a company, Securities America Advisors, Inc oversees $29 billion in assets throughout 184,356 client accounts and retains more than 1,989 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. 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

10 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

Katrina Furler Work History

Katrina has 10 years of experience.

2014 - Present (7 years)

Securities America Advisors

2013 - Present (8 years)

Securities America Inc

2010 - 2013 (3 years)

Woodmen Financial Services, Inc

Disclosures

Katrina Furler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Larson
Lincoln, NE
Michael Woods
Lake Worth, FL
William Vail
Jacksonville Beach, FL
Myles Maxey
Sacramento, CA
Marshall Matulia
Fayetteville, GA
Dustin Zuck
La Vista, NE
Christina Wolfe
Buffalo, NY
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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