Investment adviser · CRD 7726
ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
Investment adviser filing (IA)
ALLIANT SECURITIES, INC.
LIBERTY LAKE, WA, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $300M Form ADV · Item 5.F
- Client accounts
- 696 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 696 | $232,500,000 | 77.5% |
| High-net-worth individuals | 12 | $65,000,000 | 21.7% |
| Charities | 3 | $2,500,000 | 0.8% |
Filing source
Form ADV 2132215 · Sep 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
695 NORTH LEGACY RIDGE DRIVE SUITE 300LIBERTY LAKE, WA, 99019, United States
CRD 7726
Filing source
Form ADV 2132215 · Sep 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.