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SteVan H. Gates,  CRPC®

Managing Partner

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S. David Gates, NSSA®

Partner

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Derek D. Bohne, CLU®, CHFC®

Advisor

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Nathan Gates, CRPC©, NSSA®

Advisor

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Lance Bohne, FINRA®

 Advisor 

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 Lindsay Jones,

CFO©, CPA©

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Merry Dawn

Client Relations Assistant

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Suzanne

Administrative Assistant

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Peggy 

Client Relations Assistant

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Jeff Barnett 

Director of Marketing

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Ernest Hathaway,  Founder, Ret.

FSI Advisory Council

Bill Jeppson, CFP©, MBA©

 Founder, Ret. 

FSI Advisory Council

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Brad Poll, CPA©

Eide Bailly, LLP CPA’s

Derek Larsen, CPA©

Clifton, Larsen, Allen CPA’s

Planners are Registered Representatives of and offer securities through Securities America, Inc.

Advisor Group is one of the largest networks of independent wealth management firms in the United States. The individual firms that comprise Advisor Group foster the spirit of entrepreneurship and independence that our more than 11,000 financial professionals exemplify. Total Assets Under Administration: $390.7 billion..

Advisor Group has some of the longest-tenured advisors in the industry.

At Securities America Inc., (SAI) Broker-Dealer; (SAA) Securities America Advisors, a National Registered Investment Advisory Firm. We’ve built a culture deeply rooted in the belief that the needs of our financial professionals' clients always come first. Our personable expert team stands ready to meet those needs by delivering prompt, high-touch service. We couple that superior service with collaborative technology and leading-edge advisory platforms, as well as proven practice management resources.

 

• Established: 1984

• Headquarters: Omaha, NE

• President & CEO: Jim Nagengast

• Total Assets Under Administration: $102B

• Producing Financial Professionals: 2,800

• Retention Rate: 95%

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