Alliant Securities, Inc. Turner, Nord, Kienbaum logo

Alliant Securities, Inc. Turner, Nord, Kienbaum

Updated today

Client assets under management

$297,500,000

Clients

708

2% high-net-worth

Advisors

6

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

118

Very High

Average account size

$420,198

About

Alliant Securities, Inc. Turner, Nord, Kienbaum is a six‑adviser team managing about $300 million for roughly 700 clients. The firm offers discretionary and non‑discretionary portfolio management and related advisory services to individuals (including high‑net‑worth), retirement plans, trusts, estates, charitable organizations and corporations, typically charging asset‑based advisory fees.

The firm’s investment process combines fundamental and technical analysis across equities, mutual funds and fixed‑income securities, with ongoing attention to business‑cycle dynamics and interest‑rate trends; portfolios are built to client objectives and risk profiles and are monitored continuously, with allocations set through an investment profile questionnaire. Portfolios may range from all‑equity to all‑fixed income and can include short‑term instruments depending on market conditions.

What distinguishes this team from many peers is its dual role as both a registered broker‑dealer and an investment adviser, a structure under which it may effect brokerage and, with client pre‑authorization, principal bond transactions and other execution activity. The firm also maintains insurance licensing and in‑house fixed‑income trading capability, refunds mutual‑fund 12b‑1 payments to advisory clients, and recently moved to monthly billing of advisory fees.

Client services

Portfolio management

Expertise

Wealth management

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Fee options

Percentage

$0 - $250,000: 1.5% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000 - $1,500,000: 0.75% $1,500,000+: 0.50%

Other

Account minimum: $25,000

Main office location

Alliant Securities, Inc. Turner, Nord, Kienbaum

695 North Legacy Ridge Drive Suite 300

Liberty Lake WA 99019, United States

Number of offices

1

Most active in

Arizona · California · Idaho · Montana · Oregon · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
user avatar

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.

Wealth management
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