Karissa Nissen (CRD# 6827288) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Miles City, MT and has over 2 years of experience in the finance industry.
CRD# 1775415
Securities America Advisors, Inc.
CRD# 4470573
Cambridge Investment Research Advisors, Inc.
CRD# 5217387
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Miles City, MT | Dec 2023 - Current | < 1 |
| Securities America Advisors | Miles City, MT | Dec 2023 - Current | < 1 |
| Professional Financial Services LLC | Miles City, MT | Jun 2017 - Current | 6 |
| Avantax Investment Services, Inc. | Miles City, MT | Apr 2021 - Nov 2023 | 2 |
| Avantax Advisory Services | Miles City, MT | Apr 2021 - Nov 2023 | 2 |
| Stockman Bank Of Montana | Miles City, MT | Jan 2016 - Jun 2017 | 1 |
| Optiblend | Miles City, MT | Aug 2014 - Jan 2016 | 1 |
| Katl Radio | Miles City, MT | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- MT
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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