Lori
Bogatz

Securities America Advisors, Inc

CRD#3040406
Investment Advisor
in La Vista, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Lori Bogatz is a financial advisor operating out of La Vista, Nebraska, with 23 years in the industry. Bogatz is currently employed by Securities America Advisors, Inc. Throughout their career, Bogatz has worked at Securities America, Inc, Bogatz Heating And Air Conditioning, Everbank, Securities America Advisor, Inc and Arbor Point Advisors. Bogatz maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nebraska. Securities America Advisors, Inc is a firm that has its headquarters in La Vista, Nebraska. The investment advisory business has offices in 1,271 locations and a total of 1,989 employees. It has $29 billion in assets across its 184,356 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 184,356 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets. Securities America Advisors, Inc has a number of services, including 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fee types charged by Securities America Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

23 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Lori Bogatz Work History

Lori has 23 years of experience.

2012 - Present (9 years)

Arbor Point Advisors

2009 - Present (12 years)

Securities America Advisor, Inc

2002 - Present (19 years)

Bogatz Heating And Air Conditioning

1997 - Present (24 years)

Securities America, Inc

1997 - Present (24 years)

Everbank

Disclosures

Lori Bogatz 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started