Brandon
Katz
Securities America Advisors, Inc
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About this Advisor
Brandon Katz is a financial advisor working in Las Vegas, Nevada with 3 years of industry experience. Katz is on the advisory team at Securities America Advisors, Inc. Their career trajectory has included roles at Wells Fargo Bank, N A, Wells Fargo Advisors LLC, Scottrade, Massmutual Life Insurance Company, Mml Investors Services, Securities America Advisors, Cooper Financial Group, Westpac Wealth Partners - Guardian Life and Securities America, Inc. Katz has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Nevada. Securities America Advisors, Inc is a financial advisory firm based out of La Vista, NE. The company has offices in 1,469 locations and a total of 3,748 advisors. It oversees $38 billion in assets under management across its 200,228 accounts, making it one of the biggest firms in the country by assets under management. The firm serves five charities and foundations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business has a diverse assortment of services, including 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. Financial management fees typically are based on which services the firm provides the client. Fees billed by Securities America Advisors, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securities America Advisors, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$38,163,842,160
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,748
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
200,228
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$190,602
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
Brandon Katz Work History
Brandon has been registered as a financial advisor for 3 years.*
Securities America Advisors
Securities America, Inc
Cooper Financial Group
Westpac Wealth Partners - Guardian Life
Massmutual Life Insurance Company
Mml Investors Services
Scottrade
Wells Fargo Advisors LLC
Wells Fargo Bank, N A
*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 Brandon Katz 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
Spokane, WA
Omaha, NE
Costa Mesa, CA
Midvale, UT
Burlingame, CA
Kimberly, WI
La Vista, NE
La Vista, NE
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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