Our Team
Angelita Acuna
Client Service Manager, Executive Assistant to SteVan Gates
Camille Bohne
Office Assistant to Derek Bohne
Randy Sparks, LL.M.
York, Howell & Guymon
Brad Poll, CPA©
Eide Bailly, LLP CPA’s
Kyle H. Barrick, J.D.
Kyle H. Barrick, LLC
Planners are Registered Representatives of and offer securities through Securities America, Inc.
Formerly 
Osaic is one of the largest networks of independent wealth management firms in the United States. The individual firms that comprise Osaic foster the spirit of entrepreneurship and independence that our more than 11,000 financial professionals exemplify. Total Assets Under Administration: $390.7 billion..
Osaic has some of the longest-tenured advisors in the industry. Osaic.com
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%
