Securities America Overview

  • Service
  • Financing Advisory

  • Founded
  • 1984


  • Employees
  • 2,500


  • Serviced Companies
  • 2

  • Serviced Deals
  • 2

  • Serviced Investors
  • 10

Securities America General Information


Securities America is an investment advisory firm, founded in 1984 and headquartered in La Vista, Nebraska. The firm provides services in the areas of cash flow management, taxation, investment planning, taxation, insurance review, retirement planning, and estate planning. The firm caters to the needs of multiple clients which include individuals, bank and thrift institutions, pension funds, trusts, estates, corporations, state and municipal entities.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 12325 Port Grace Boulevard
  • La Vista, NE 68128
  • United States
+1 (402) 000-0000

Securities America Services to Companies

Service on a Deal (2)

Company Name Service Provided Deal Date Deal Type Deal Amount
Evo Acquisition Advisor: General Feb 2021 00000 0000000
00000 0000000 Advisor: General Mar 2009 00000 0000000
To view Securities America’s complete services to companies history, request access »

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Securities America Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Securities America Team (22)

Name Title Deals Office Contact
Jim Nagengast President & Chief Executive Officer 0 La Vista, NE
Jim Meyers Chief Operating Officer & Senior Vice President 0 La Vista, NE
Harold Chaffee Chief Compliance Officer and Compliance VP La Vista, NE
Victoria Bach-Fink Executive La Vista, NE
Kirk Hulett Executive Vice President of Strategy & Practice Management La Vista, NE
You’re viewing 5 of 22 team members. Get the full list »

Securities America Subsidiaries (4)

Company Name Industry Location Founded
Progressive Asset Management Asset Management Oakland, CA 1987
000000000 00000000 Other Financial Services Hampton, VA 0000
000000 0000000 000 Asset Management Fitchburg, WI 0000
000000 & 00000 000 Other Financial Services Cincinnati, OH
To view Securities America’s complete subsidiaries history, request access »