Rachel
Bukacek

Securities America Advisors, Inc

CRD#2885699
Investment Advisor
in La Vista, NE

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About this Advisor

Rachel Bukacek is an advisor whose office is in La Vista, Nebraska. Currently an investment advisor with Securities America Advisors, Inc, Bukacek has a notable 27 years of professional experience. Bukacek maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Bukacek is registered to work with customers in Nebraska and North Carolina. The advisor has gained experience at All Pro Access, LLC, Rachel Harden Bukacek, Securities America, Inc, Securities America Advisors, Inc, Iron Man Studio and Rachel Bukacek. Securities America Advisors, Inc is located in La Vista, Nebraska, and operates out of 1,271 other brick-and-mortar locations across the United States. Overall, Securities America Advisors, Inc manages $29 billion in assets across 184,356 accounts and retains more than 1,989 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's clients 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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

27 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 68128-8204

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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

Rachel Bukacek Work History

Rachel has 27 years of experience.

2007 - Present (14 years)

All Pro Access, LLC

2007 - Present (14 years)

Iron Man Studio

2003 - Present (18 years)

Securities America Advisors, Inc

2000 - Present (21 years)

Rachel Bukacek

1997 - Present (24 years)

Securities America, Inc

1993 - Present (28 years)

Rachel Harden Bukacek

Disclosures

Rachel Bukacek 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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