A complete list of active advisors currently associated with First Security Financial Wealth Manager, Inc.
Warmer can help you find a great advisor at First Security Financial Wealth Manager, Inc. or one who fits your needs even better.
First Security Financial Wealth Manager, Inc. provides advisory services to retirement plans and to individuals, offering limited‑scope ERISA 3(21) fiduciary services for qualified and non‑qualified plans and fee‑based financial planning and consulting. The firm also holds educational seminars and workshops for plan sponsors, participants, and the public, which are presented as general investment education. The firm does not custody client assets or accept discretionary trading authority and does not provide direct portfolio management for individual client accounts; instead it refers accounts to third‑party managers and assists with investment policy development, monitoring of plan investment options, participant education, and ongoing liaison services. In those arrangements the firm delivers required disclosures and reviews quarterly statements while receiving referral compensation and coordinating with the third‑party manager. Notable distinctions include an affiliation with an insurance business — the firm’s principal spends a substantial portion of time as an insurance agent and may offer insurance products for separate compensation — and the firm’s reliance on third‑party managers rather than charging percentage‑of‑AUM fees directly, a model that is less common among independent advisers. The firm discloses referral and incentive arrangements with its third‑party manager(s) and excludes certain hard‑to‑value plan assets from its ERISA services, practices that are documented in its Form ADV disclosures.
To learn more about the advisors currently working at First Security Financial Wealth Manager, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Metairie, LA
| 9
|
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