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 broker-dealer that also provides portfolio management services for individuals and small businesses. The firm runs a percentage-of-AUM fee model and serves both individual & family clients and institutional accounts. Its filings show a clear tilt toward equity investing: exchange-traded equities represent the single largest component of client portfolios, suggesting a core focus on liquid, market-traded securities rather than bespoke private placements. The firm is not identified as an active ESG investor and is classified as an unclassified, individually owned entity that registered with the SEC in 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
GAIL KALK
Stock BrokerCRD 263431
SALLY MANN
Financial Operations PrincipalCRD 1853433
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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