CRD: 7726
Alliant Securities, Inc. Turner, Nord, Kienbaum
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-23-1981
- Office Locations
- 1
Office Locations
About Alliant Securities, Inc. Turner, Nord, Kienbaum
Alliant Securities, Inc. offers traditional brokerage and investment advisory accounts for retail and institutional investors. The team supports portfolio construction and asset allocation, with use of ETFs, mutual funds and fixed income, plus planning needs such as estate and insurance/annuity solutions. Client accounts can be accessed online through Wells Fargo Clearing Services.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PAUL DOUGLAS KIENBAUM
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #1532287
- Ownership
- 50% but less than 75%
MICHAEL ODELL NORD
President
- CRD
- #1069564
- Ownership
- 50% but less than 75%
Momentum summit
Timber timber
- CRD
- #81851
- Ownership
- 12.8%
Showing 2 of 4 owners & executives
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CANADA M ANDERSON
President
- CRD
- #5612102
STEPHANIE MARIE BATES
Broker
- CRD
- #2821379
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Ridge pioneer matrix
- CRD
- #91308
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,000,000 | $343,066 |
| Non-Discretionary | $65,000,000 | $5,909,091 |
| Total | $300,000,000 | $431,034 |
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Separately Managed Accounts
Total SMA Asset: $300,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,180,681,754 | 18.9% |
| Public Funds | $687,169,275 | 11.0% |
| U.S. Government/Agency | $1,711,676,193 | 27.4% |
| Cash | $2,667,466,183 | 42.7% |
| Total | $6,246,993,405 | 100.0% |