Alliant Securities, Inc. Turner, Nord, Kienbaum
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$297,500,000
Clients
708
Advisors
6
of 9 employees
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
Expertise
Fee options
$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%
Account minimum: $25,000
Main office
695 North Legacy Ridge Drive Suite 300
Liberty Lake WA 99019
Advisors at this office
6
Most active in
Arizona · California · Idaho · Montana · Oregon · Utah · Washington
Also doing business as
Alliant Securities, Inc. · Alliant Securities, Inc. Turner, Nord, Kienbaum · Bozarth & Turner Securities, Inc. · Bozarth, Fitzgerald & Turner Securities, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Charles K
Series 65, Series 63
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
Charles Kienbaum is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Liberty Mutual and Santander Consumer USA. 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, employing a blend of fundamental and technical analysis across various asset classes.
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.
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