Alliant Securities, Inc. Turner, Nord, Kienbaum
Firm details
- Headquarters
- Liberty Lake, Washington
- CRD number
- 7726
- Registered since
- May 13, 2021
- Website
- www.alliantsecurities.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals77.5%
- HNWI21.67%
- Charitable Organizations0.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Alliant Securities, Inc. Turner, Nord, Kienbaum operates as a corporate broker-dealer that also provides advisory services, principally portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves both individual & family clients and some institutional relationships. Registered with the SEC in 2021, the firm is owned by an individual and does not present itself as a multi-state or related adviser, nor as an active ESG investor. Business activity centers on brokerage execution alongside discretionary and non-discretionary portfolio management. The firm is not positioned as a capital allocator to third-party private managers and does not list pension consulting among its services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds20%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Paul Kienbaum
Chief Executive OfficerCRD 1532287
Contacts
3 of 8Stephanie Bates
Sales AssistantCRD 2821379
John Woodhead
Registered RepresentativeCRD 1948934
Jeffrey Newton
Investment Adviser RepresentativeCRD 2176966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Liberty Lake, WA
Spokane
Location
Liberty Lake, WA
Headquartered in Liberty Lake, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 695 N Legacy Ridge Dr
- Time zone
- PT (UTC-8)
- Office locations
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