Mandy
Hoeschen

Securities America Advisors, Inc

CRD#5475462
Investment Advisor
in La Vista, NE

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About this Advisor

Mandy Hoeschen is a financial advisor operating in La Vista, Nebraska, with 12 years in the industry. Hoeschen currently works for Securities America Advisors, Inc. Throughout their career, Hoeschen has worked at Td Ameritrade, Securities America Inc and Securities America Advisors. Hoeschen has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Nebraska. Securities America Advisors, Inc is a registered investment firm that has its headquarters in La Vista, Nebraska. The firm has offices in 1,271 locations and a total of 1,989 employees. It administers $29 billion in total assets across its 184,356 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 184,356 customer accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. The firm performs a diverse array 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. Financial management fees typically are based on which services the firm provides the client. However, fee types billed by Securities America Advisors, Inc most likely include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

Mandy Hoeschen Work History

Mandy has 12 years of experience.

2017 - Present (4 years)

Securities America Advisors

2016 - Present (5 years)

Securities America Inc

2008 - 2016 (8 years)

Td Ameritrade

Disclosures

Mandy Hoeschen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Mark Holody
Farmington, MI
Tyler Dicke
Mount Juliet, TN
Dana Baldridge
Sioux City, IA
Matthew Brakefield
Norwood Young America, MN
Merline Kurian
Amarillo, TX
Wayne Bisek
Oregon, WI
Steven Hart
Littleton, CO
John Campbell
Claremont, CA

This content was compiled from the SEC and FINRA.

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