Advisors at this firm
Charles K
Series 63, Series 65
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Charles Kienbaum is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Alliant Securities in 2021, he worked at Liberty Mutual and Santander Consumer USA. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, combining fundamental and technical analysis to tailor portfolios based on client objectives and risk profiles.
John W
Series 63, Series 65
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
John Woodhead Jr. is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Alliant Securities since 2004. Outside of his advisory work, he manages a sole proprietorship dedicated to maintenance-related duties for rental property he owns. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing an investment approach that combines fundamental and technical analysis with continuous portfolio monitoring tailored to client objectives and risk profiles.
Stephanie B
Series 63, Series 66
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Stephanie Bates is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Alliant Securities since 1998. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and related advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combined fundamental and technical investment approach tailored to client objectives and risk profiles.
Paul K
Series 63, Series 66
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Paul Kienbaum is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Alliant Securities since 1988 and is also involved with Skiyalater, LLC. The firm is a six-advisor team managing approximately $300 million for around 700 clients, offering discretionary and non-discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Their investment approach combines fundamental and technical analysis with ongoing market monitoring, tailoring portfolios to client objectives and risk profiles.
Canada A
Series 65
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Canada Anderson is a Series 65 licensed advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, bringing seven years of industry experience. He has been with Alliant Securities since 2008. Outside of his advisory role, Anderson is involved in sales for a makeup line called Younique. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combination of fundamental and technical analysis tailored to client objectives and risk profiles.
Jeffrey N
Series 63, Series 65
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Jeffrey Newton is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Alliant Securities since 2009. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing a combined fundamental and technical investment approach tailored to client objectives and risk profiles.