Toni
Michel

Securities America Advisors, Inc

CRD#2982727
Investment Advisor
in La Vista, NE

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Toni Michel is an investment advisor located in La Vista, Nebraska. Currently a registered advisor with Securities America Advisors, Inc, they have gathered an impressive 23 years of professional experience. Michel has Series 63 and Series 66 licenses, designating the advisor as a securities agent. Michel is able to operate in Nebraska. Michel has gained experience at Securain Financial Services, Inc, P. Hughes/T. Wilkinson and Securities America Inc. Securities America Advisors, Inc is headquartered in La Vista, Nebraska, and has 1,271 brick-and-mortar locations in the nation. Overall, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and employs more than 1,989 people. The firm's total assets under management makes it one of the largest investment advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable 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's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

23 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Toni Michel Work History

Toni has 23 years of experience.

2014 - Present (7 years)

Securities America Inc

1997 - 2014 (17 years)

Securain Financial Services, Inc

1997 - 2014 (17 years)

P. Hughes/T. Wilkinson

Disclosures

Toni Michel 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started