Securities America Advisors, Inc
About this Advisor
Stephanie Knapp is an advisor in La Vista, Nebraska. Currently an advisor with Securities America Advisors, Inc, Knapp has 15 years of work experience in the financial advisory industry. Knapp holds Series 63 and Series 66 licenses, which certify them as a securities broker. Knapp is able to work with investors in Nebraska. Over the course of their career, Knapp has held roles at Nelnet, Noll, Mutual Of Omaha Bank, Security National Bank, Draft House, Kate Spade, Fox And Hound, D&K Cafe, Speede Mart, American Eagle, Village Inn, Gretnatech, Td Ameritrade, Securities America Advisors and Securities America, Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and operates out of 1,271 additional locations throughout the nation. In total, Securities America Advisors, Inc manages $29 billion in assets across 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. 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 customers are high-net-worth individuals, meaning they have more than $1 million in assets. Securities America Advisors, Inc provides 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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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
Stephanie Knapp Work History
Stephanie has 15 years of experience.
Securities America Advisors
Securities America, Inc
Mutual Of Omaha Bank
Security National Bank
Fox And Hound
Stephanie Knapp has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
Wellesley Hills, MA