Michael
Vogt

Securities America Advisors, Inc

CRD#4425732
Investment Advisor
in La Vista, NE

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About this Advisor

Michael Vogt is a financial advisor based in La Vista, Nebraska, who has been in the financial industry for 15 years. Vogt is an employee of Securities America Advisors, Inc. Throughout their career, they have worked at Ameritrade Inc, Td Waterhouse Investor Services, Inc, Securities America Inc, Securities America Advisors and Gather Boutique. Vogt maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Nebraska. Securities America Advisors, Inc is a financial advisory firm headquartered in La Vista, Nebraska. It has offices in 1,271 locations and a total of 1,989 financial advisors. It has $29 billion in total assets among its 184,356 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 184,356 customer accounts, 15% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Securities America Advisors, Inc has a diverse set 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. Fees for financial advisory services typically depend on which services the firm provides the client. Fees charged by Securities America Advisors, Inc can be comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

15 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

Michael Vogt Work History

Michael has 15 years of experience.

2012 - Present (9 years)

Gather Boutique

2011 - Present (10 years)

Securities America Inc

2011 - Present (10 years)

Securities America Advisors

2006 - 2011 (5 years)

Td Waterhouse Investor Services, Inc

2005 - 2011 (6 years)

Ameritrade Inc

Disclosures

Michael Vogt 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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