Securities America Advisors, Inc

Investment Advisor
in La Vista, NE

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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

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



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


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


NE Average: 226
Total Number of Accounts


NE Average: 7,467
Average Account Size


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

Stephanie Knapp Work History

Stephanie has 15 years of experience.

2019 - Present (2 years)

Securities America Advisors

2018 - Present (3 years)

Securities America, Inc

2016 - 2018 (2 years)

Td Ameritrade

2015 - 2016 (1 year)


2014 - 2015 (1 year)


2014 - 2015 (1 year)

Kate Spade

2013 - 2014 (1 year)

Mutual Of Omaha Bank

2012 - 2013 (1 year)

Security National Bank

2012 - 2013 (1 year)

Draft House

2011 - 2012 (1 year)

Fox And Hound

2011 - 2011 (< 1 year)

D&K Cafe

2011 - 2011 (< 1 year)

Speede Mart

2010 - 2010 (< 1 year)

American Eagle

2010 - 2010 (< 1 year)

Village Inn

2005 - 2010 (5 years)



Stephanie Knapp has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Timothy Gish
Scottsdale, AZ
Derek Bohne
Midvale, UT
Mark Friedman
Eastpoint, FL
Jeremy Jones
Roscoe, IL
David Zwick
Wellesley Hills, MA
Kyle Kues
Denver, CO
Max Lipsitz
Buffalo, NY
Connor Golden
Bensalem, PA

This content was compiled from the SEC and FINRA.

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