Kevin
Axelson

Securities America Advisors, Inc

CRD#2792309
Investment Advisor
in La Vista, NE

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About this Advisor

Kevin Axelson is an advisor whose office is in La Vista, Nebraska. Currently a registered investment advisor with Securities America Advisors, Inc, Axelson has an impressive 24 years of work experience. Axelson holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Axelson can operate in Nebraska. Throughout their career, Axelson has worked at Securities America Advisors, Inc and Securities America, Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 additional brick-and-mortar locations in the country. As a company, Securities America Advisors, Inc manages $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 biggest financial advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Securities America Advisors, Inc offers 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 66

Years of Experience

24 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

Kevin Axelson Work History

Kevin has 24 years of experience.

2003 - Present (18 years)

Securities America Advisors, Inc

1996 - Present (25 years)

Securities America, Inc

Disclosures

Kevin Axelson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Daniel Vansingel
Caledonia, MI
David Zirko
Northbrook, IL
William Vail
Jacksonville Beach, FL
Bernadette Brown
Coraopolis, PA
Charles Renwick
Covington, LA
Kyle Younger
Overland Park, KS
Michael Gandet
Manahawkin, NJ
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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