SteVan H. Gates, CRPC®
Managing Partner
S. David Gates, NSSA®
Partner
Derek D. Bohne, CLU®, CHFC®
Advisor
Nathan Gates, CRPC©, NSSA®
Advisor
Lance Bohne, FINRA®
Advisor
Lindsay Jones,
CFO©, CPA©
Merry Dawn
Client Relations Assistant
Suzanne
New Business Specialist
Chelsey
Administrative Assistant
Jeff Barnett
Director of Marketing
Ernest Hathaway, Founder, Ret.
FSI Advisory Council
Bill Jeppson, CFP©, MBA©
Founder, Ret.
FSI Advisory Council
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%
