Anna
Fransen
Securities America Advisors, Inc
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About this Advisor
Anna Fransen is a financial advisor based in La Vista, Nebraska. Fransen works at Securities America Advisors, Inc. Their career trajectory has included roles at Pazzo'S, Keystone Financial Group, Puccini'S Smiling Teeth, Precision Agricultural Services, University Of Kentucky, Lpl Financial, LLC, Keystone Financial Group, LLC, Jefferson National Financial Corp, Jefferson National Securities Corporation, Nationwide Investment Services Corporation, Securities America Advisors, Securities America, Inc, Jp Morgan Chase Bank and Jp Morgan Securities, LLC. Fransen maintains Series 66 and Series 63 licenses, which qualify them as a securities broker, and is registered to operate in Kentucky and Nebraska. Securities America Advisors, Inc is a registered investment company based in La Vista, NE. The investment advisory business has offices in 1,469 locations and a total of 3,748 advisors. It oversees $38 billion in assets between its 200,228 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 200,228 client accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. Securities America Advisors, Inc provides a number 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 and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Securities America Advisors, Inc likely are 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
$38,163,842,160
3,748
200,228
$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
Anna Fransen Work History
Anna has been registered as a financial advisor for 0 years.*
Securities America Advisors
Securities America, Inc
Nationwide Investment Services Corporation
Jefferson National Financial Corp
Jefferson National Securities Corporation
Keystone Financial Group, LLC
Jp Morgan Chase Bank
Jp Morgan Securities, LLC
Keystone Financial Group
Puccini'S Smiling Teeth
Precision Agricultural Services
Lpl Financial, LLC
Pazzo'S
University Of Kentucky
*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 Anna Fransen 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
Johnston, RI
Omaha, NE
Spokane, WA
Midvale, UT
Burlingame, CA
Kimberly, WI
La Vista, NE
Costa Mesa, CA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
