Athene Securities, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
231
Avg account
$0

Firm details

Headquarters
West Des Moines, Iowa
CRD number
36867
Registered since
March 13, 1995

Firm profile

FINTRX

Overview

Athene Securities, LLC is organized as a limited liability company and is registered with the SEC (registration year 1995). The firm is classified as an insurance broker-dealer and is owned by a combination of a domestic entity and an individual. Regulatory and firm-level flags in the source indicate it does not function as a capital allocator, is not a multi-state investment adviser, is not an active ESG investor, and does not act as a pension consultant or related adviser. The available information is consistent with a business that operates on the broker-dealer side of the market rather than as a discretionary asset manager or wealth advisory platform. The dataset does not provide detail on product shelf, distribution focus, or advisory business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Randall Epright

    Randall Epright

    CIO, Executive Vice PresidentCRD 5576937

  • Larik Hall

    Larik Hall

    CEOCRD 2634322

Contacts

3 of 229
  • Amanda Schafer

    Internal WholesalerCRD 5732995

  • James Hill

    James Hill

    Regional Vice PresidentCRD 5472777

  • Richard Porter

    Richard Porter

    SalesCRD 5515008

Unlock 226 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Des Moines, IA

Polk

Location

West Des Moines, IA

Headquartered in West Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.

Metro area
Des Moines-Ames-West Des Moines, IA
Region
Midwest
County
Polk
Address
7700 Mills Civic Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth