Zachary
Ehlers

Securities America Advisors, Inc

CRD#6396774
Investment Advisor
in La Vista, NE

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About this Advisor

Zachary Ehlers is a financial advisor operating in La Vista, Nebraska, who has 12 years in the industry. Ehlers is an employee of Securities America Advisors, Inc. During their career, the advisor has held roles at Paypal, Sodexo, Nebraska Medical Center, Taco Bell, Td Ameritrade, Securities America Inc and Securities America Advisors. Ehlers holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Nebraska. Securities America Advisors, Inc is an advisory company headquartered in La Vista, Nebraska. It has offices in 1,271 locations and a total of 1,989 employees. It administers $29 billion in assets between its 184,356 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 184,356 client accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. Securities America Advisors, Inc provides a broad range 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, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which service is offered. However, fee types billed by Securities America Advisors, Inc most likely include any blend of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

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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

Zachary Ehlers Work History

Zachary has 12 years of experience.

2016 - Present (5 years)

Securities America Advisors

2015 - Present (6 years)

Securities America Inc

2014 - 2015 (1 year)

Td Ameritrade

2013 - 2014 (1 year)

Paypal

2012 - 2013 (1 year)

Sodexo

2012 - 2012 (< 1 year)

Taco Bell

2008 - 2012 (4 years)

Nebraska Medical Center

Disclosures

Zachary Ehlers has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Daniel Vansingel
Caledonia, MI
David Zirko
Northbrook, IL
William Vail
Jacksonville Beach, FL
Bernadette Brown
Coraopolis, PA
Charles Renwick
Covington, LA
Kyle Younger
Overland Park, KS
Michael Gandet
Manahawkin, NJ
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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