From making strategic decisions to developing your retirement plan, we are here to help. Using our expertise and deep understanding of the industry, you’ll receive real solutions and experience true results. Get in touch to book a meeting.


SteVan H. Gates,  CRPC©

Managing Partner


David S. Gates, NSSA©



Derek D. Bohne, CLU©, CHFC©




Nathan Gates, CRPC©, NSSA©


 Lindsay Jones,



Merry Dawn

Client Relations Assistant



Administratice Assistant



Client Relations Assistant

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Lance Bohne



Ernest Hathaway, CFP© Founder, Ret.

FSI Advisory Council


Bill Jeppson, CFP©, MBA©

 Founder, Ret. 

FSI Advisory Council

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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Financial Strategies Institute

Office: 801-316-4100


6955 South Union Park Center

Suite 410

Salt Lake City, UT 84047

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Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRASIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. CLICK HERE FOR FOR MORE INFORMATION.  

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.