Securities America

Headquartered in La Vista, Neb., a suburb of Omaha, Neb., Securities America Inc. is one of the nation’s largest independent broker-dealers. For more than 25 years, Securities America’s mission has been to foster the success of financial professionals so they can provide quality, objective financial counsel and services to their clients. Financial professionals benefit from the firm’s industry-leading programs in practice management, advisory services and retirement income distribution, supported by state-of-the-art technology. 

Orion Advisor Services

Orion, located in Omaha, Neb., was founded by financial professionals. While searching for a new portfolio accounting system to empower its advisory firm with customization, scale, and integration, no off-the-shelf solution met these needs. So, they set out to build a system to do just that. That was in 1999. Today, Orion’s service bureau provides portfolio accounting solutions for over 275 firms and administers over $100 billion in assets. Orion is privately owned, organically grown, and profitable.

CUSTODIANS:

TD Ameritrade
TD Ameritrade Institutional, located in Omaha, Neb., provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors. The firm’s advanced technology platform, coupled with personal support from its dedicated service teams, allows investment professionals to grow and manage their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade provides a robust offering of products, programs, and services designed to help advisors build their businesses and do the best possible job they can to help their clients with their financial goals.

Schwab Advisor Services
Schwab Advisor Services is a leading custodian for over 6,500 independent investment professionals. For 25 years, Schwab Advisor Services has been helping independent financial professionals grow. The company provides access to dedicated experts and a complete range of brokerage, banking, money management, and financial planning platforms to support your business. With a proven track record as a leading custodian for registered investment advisors, Schwab is ready to help financial professionals take their firm to the next level. Schwab is committed to helping them serve their clients, run their businesses and grow their firms. 

Fidelity IWS
Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to registered investment advisors. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world's largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals – all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies assets on behalf of nearly 3,300 clients.