Rachel
Bukacek

Securities America Advisors, Inc

CRD#2885699
Investment Advisor
in La Vista, NE

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About this Advisor

Rachel Bukacek is a financial advisor operating out of La Vista, Nebraska with 20 years of relevant experience. Bukacek works at Securities America Advisors, Inc. 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. Bukacek maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nebraska and North Carolina. Securities America Advisors, Inc is an advisory firm operating out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 financial advisors. It has $38 billion in total assets among its 200,228 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees charged by Securities America Advisors, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

20 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

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

$38,163,842,160

NE Average: $1,978,216,465
Total Number of Employees

3,748

NE Average: 226
Total Number of Accounts

200,228

NE Average: 7,467
Average Account Size

$190,602

NE Average: $264,928

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
  • Educational seminars/workshops

Rachel Bukacek Work History

Rachel has been registered as a financial advisor for 20 years.*

2007 - Present (17 years)

All Pro Access, LLC

2007 - Present (17 years)

Iron Man Studio

2003 - Present (21 years)

Securities America Advisors, Inc

2000 - Present (24 years)

Rachel Bukacek

1997 - Present (27 years)

Securities America, Inc

1993 - Present (31 years)

Rachel Harden Bukacek

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Rachel Bukacek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Securities America Advisors, Inc

John Weekly
Omaha, NE
Wesley Brown
La Vista, NE
Brandon Warman
Kimberly, WI
Derek Bohne
Midvale, UT
Seth Wilson
Fresno, CA
Mark Hansen
San Jose, CA
Steven Juul
Spokane, WA
Christopher Conti
Johnston, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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