Matthew
Kinsella

Securities America Advisors, Inc

CRD#5217108
Investment Advisor
in La Vista, NE

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About this Advisor

Matthew Kinsella is an investment advisor who works in La Vista, Nebraska. Currently a registered investment advisor with Securities America Advisors, Inc, they have gathered 14 years of professional experience as a registered investment advisor. Kinsella has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Kinsella is able to act as a financial advisor based out of Nebraska. Their career trajectory has included roles at Securities America, Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is based out of La Vista, Nebraska, and operates out of 1,271 locations across the United States. Overall, Securities America Advisors, Inc manages $29 billion in assets dispersed across 184,356 client accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's customers 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

Series 66

Years of Experience

14 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

Matthew Kinsella Work History

Matthew has 14 years of experience.

2010 - Present (11 years)

Securities America Advisors, Inc

2006 - Present (15 years)

Securities America, Inc

Disclosures

Matthew Kinsella 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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