Click any of the links below to read more about some of the successful investment professionals who have chosen Securities America as their Broker/Dealer.
 

• If you've been in the financial services industry as long as Clyde Wyatt has, then you've seen a lot of traumatic events. But it is advisors like Wyatt, who have made it through the ups and downs over the decades, who are most successful in this business. Click on Clyde's story to read more.

• His freshman year, the unthinkable happened. Jordan Dechtman's father passed away leaving behind his mother and four children. With his world turned upside down, Jordan was determined to finish his schooling. Upon graduation, he committed himself to be in a position to help others from a financial standpoint and took on his first client -- his mother. Click on Jordan's story to read more.

• Well before the subject of behavioral finance became widely known, Fritz and Sue Brauner realized there was more to helping their clients than just concentrating on the financial side of their lives. With a goal to focus on the emotional as well as the financial aspect of their clients' lives, the Brauner's tagline became: "Guiding you through life's transitions." Click on the Brauner's story to read more.

• "We want to be the Zappo's of the financial planning world," says Chad Parmenter, referring to the online shopping website. "We want to be known for our client commitment and service. We want to grow, but not at the expense of our existing client service and relationships." Click on Chad's story to read more.

• Janice Thompson had a goal to grow her business, but she realized she had "created a monster she could no longer control." Read about how the Next Level Coaching Program helped her realize just what she wanted from her business, and to deliver the best client service in the most consistent manner. Click on Janice's story to read more.

• As one of Securities America's million dollar producers, John Egan has a narrowed focus on his target audience and runs a very lean practice. Learn how he has capitalized on Securities America's programs and services to experience a 15% increase in profits since joining the firm in January 2009. Click on John's story to read more.

• Kevin Fifield's primary marketing approach at first blush may not seem all that unusual: community involvement. Few advisors, however, take that approach to the level that Fifield has. Click on Kevin's story to read more.

• Embracing change often leads to growth. In his 27 years in the investment business, Bill Kanter has embraced significant changes to his practice. From B/D changes to implementing programs or the realignment of staff, he's seen his practice transform and accelerate to become one of Securities America's Top 10 representatives. Click on Bill's story to read more.

• What a difference a change of broker-dealer can make. Denise Fries was contemplating leaving the business altogether when she celebrated her 20th anniversary in 2004. At her 25th anniversary in 2009, she couldn't stop talking about all her goals for the next 25 years. She attributes this renewed energy and excitement to joining Securities America in 2008. Click on Denise's story to read more.

• As a former CPA, Ken Buzek has a strong analytical side that often requires proof of results to satisfy his "show me" instinct. In the 13 years since he's become an independent, his practice is six times what it was then in gross revenue. Click on Ken's story to read more.

• Since joining Securities America in 2003, Brian McDaid has found a wealth of resources in Securities America's practice management, wealth management and advisory services departments. Click on Brian's story to read how he's utilizing these services to not only grow his business now, but also position it for sale in the future.

• "The more you spend on your business, the more money you make," says Jeff Townsend, who's built a successful financial practice by being well staffed and focusing on providing excellent customer service. Click on Jeff's story to read more.

• Although Jack Connealy pioneered the bank financial advisor model in Nebraska in the early 1990s, his approach to building an organization of 90 advisors in banks and independent offices across seven states has been anything but old fashioned Click on Jack's story to read more. 

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