Wayne
Bisek

Securities America Advisors, Inc

CRD#1049467
Investment Advisor
in Oregon, WI

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About this Advisor

Wayne Bisek is a certified financial planner and chartered financial consultant based in Oregon, Wisconsin. Currently a registered financial advisor at Securities America Advisors, Inc, they have accrued 10 years of work experience. Bisek has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Bisek is able to advise investors based out of Wisconsin. Throughout their career, they have worked at Financial Network, Cetera Advisor Networks LLC, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in Oregon, Wisconsin, and has 1,271 additional offices throughout the nation. Overall, Securities America Advisors, Inc manages $29 billion in assets throughout 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 nation. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have over $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 may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 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

Yes

Office Location

4761 Coolidge Str.
Oregon, WI 53575

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

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

1,989

WI Average: 226
Total Number of Accounts

184,356

WI Average: 7,467
Average Account Size

$157,439

WI 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

Wayne Bisek Work History

Wayne has 10 years of experience.

2016 - Present (5 years)

Securities America Inc

2016 - Present (5 years)

Securities America Advisors

2013 - 2016 (3 years)

Cetera Advisor Networks LLC

2010 - 2012 (2 years)

Financial Network

Disclosures

Wayne Bisek has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Donald Seaman
La Vista, NE
Michael Woods
Lake Worth, FL
Patrick Williams
Carlisle, PA
Nicola Nichol
Fernandina Beach, FL
Cory Randall
La Vista, NE
Hillary Kent
Addison, TX
Christian Misa
Rockaway, NJ
Hannah Rawls
Cincinnati, OH

This content was compiled from the SEC and FINRA.

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