Paul
Krause

Securities America Advisors, Inc

CRD#2824342
Investment Advisor
in La Vista, NE

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About this Advisor

Paul Krause is an investment advisor whose office is in La Vista, Nebraska. Currently an investment advisor at Securities America Advisors, Inc, Krause has an impressive 24 years of work experience. Krause maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Krause is able to act as a financial advisor in Nebraska. Throughout their career, they have worked at Arbor Point Advisors, Securities America, Inc, Securities America Advisors, Inc, St. Wenceslaus Catholic School and Paul Krause. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 additional brick-and-mortar locations throughout the country. As a company, Securities America Advisors, Inc oversees $29 billion in assets across 184,356 client accounts and retains more than 1,989 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Securities America Advisors, Inc can provide 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 63, Series 65

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

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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

Paul Krause Work History

Paul has 24 years of experience.

2012 - Present (9 years)

Arbor Point Advisors

2003 - Present (18 years)

Securities America Advisors, Inc

2001 - Present (20 years)

Paul Krause

1996 - Present (25 years)

Securities America, Inc

2007 - 2010 (3 years)

St. Wenceslaus Catholic School

Disclosures

Paul Krause 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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