Lori Bogatz, financial advisor La Vista NE

Lori Bogatz

CRD Number: 3040406
Current Firm: Securities America Advisors, Inc.

Lori Bogatz (CRD# 3040406) is an Investment Advisor Representative working at Securities America Advisors, Inc. in La Vista, NE and has over 14 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Arbor Point Advisors La Vista, NE Oct 2012 - Current 11
Securities America Advisor, Inc. La Vista, NE Aug 2009 - Current 14
Bogatz Heating And Air Conditioning Omaha, NE Jul 2002 - Current 21
Securities America, Inc. Omaha, NE Dec 1997 - Current 26
Everbank Lavista, NE Dec 1997 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Lori R. Bogatz
Phone Number: 402-399-9111
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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