Athene Securities, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
—
Advisory reps
234
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 classified as an insurance broker-dealer. The firm has been registered with federal authorities since 1995 and is owned by a domestic entity/individual structure. Public data do not show the firm acting as a capital allocator or providing multi-state advisory services. The snapshot record flags several negatives that shape how the firm should be viewed: it is not listed as an active ESG investor, is not a pension consultant, and is not identified as a related adviser or a newly formed adviser. Given its broker-dealer classification and the absence of advisory activity on the record, its primary functions are likely distribution and brokerage of insurance-related products rather than discretionary investment management.

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 232
  • Amanda Schafer

    Amanda Schafer

    Vice President, Account ManagerCRD 5732995

  • James Hill

    James Hill

    Regional Vice PresidentCRD 5472777

  • Richard Porter

    Richard Porter

    SalesCRD 5515008

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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