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ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
Legal name: ALLIANT SECURITIES, INC.
CRD 7726File 801-120849
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.0M
Below cohort median (national)
Discretionary AUM
$235.0M
Non-discretionary $65.0M
Clients
711
696 accounts
Employees
9
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 13, 2021
- Principal office
- 695 NORTH LEGACY RIDGE DRIVE SUITE 300, LIBERTY LAKE, WA, 99019
- Phone
- 509-747-9144
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.0M
- Discretionary AUM
- $235.0M
- Non-discretionary AUM
- $65.0M
- Discretionary accounts
- 685
- Non-discretionary accounts
- 11
- Total accounts
- 696
- AUM per client
- $422K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 3 | $2.5M |
| High net worth individuals | 12 | $65.0M |
| Individuals (other than high net worth individuals) | 696 | $232.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.