Financial Advisor, Owner
Theresa started her career as a financial advisor with Thrivent Financial in 2007 as a captive agent. Theresa holds her series 7, series 63, and series 65 licenses. She also holds her life and health licenses and is licensed to work in various states. She holds a Certification in Long-term Care (CLTC).
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Headquartered in Omaha, Nebraska, Securities America Financial Corporation (SAFC) is the current holding company for Securities America, Inc. and Securities America Advisors, Inc. SAFC is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc.
Securities America Financial Corporation is a financial services holding company
Headquartered in Omaha, Nebraska, Securities America Financial Corporation (SAFC) is the current holding company for Securities America, Inc. and Securities America Advisors, Inc. SAFC is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc.
Securities America Financial Corporation is a financial services holding company. The firm’s financial representatives provide investment and financial planning services including securities and insurance brokerage, as well as asset management. Think of Securities America as the behind-the-scenes support for financial representatives. Through Securities America’s extensive technology, compliance and operational support, representatives can more readily provide comprehensive and professional service to their clients.
The company is the 7th largest Independent Broker/Dealer (According to Financial Planning Magazine’s Broker/Dealer Survey, 6/11). Securities America's mission is to foster the success of financial professionals so they can provide quality, objective financial advice and services to their clients.
DISCLOSURE
Securities are offered through Securities America, Inc. Member FINRA www.finra.org and SIPC www.sipc.org. Investment advisory services are offered through Securities America Advisors, Inc. Elevation Capital and Retirement Strategies are not affiliated with the Securities America companies.
This website is not an offer to buy or a solicitation to sell securities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or every person listed.
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This communication is strictly intended for individuals residing in the states of MI, WI, & OH. No offers may be made or accepted from any resident outside the specific states referenced.