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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 Sep 11, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 549 | 711 | increased by162 |
| Mar 1, 2026 | AUM | $226,500,000 | $300,000,000 | increased by$73,500,000 |
| Mar 1, 2026 | Accounts | 548 | 696 | increased by148 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 411 | 549 | increased by138 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $158,000,000 | $226,500,000 | increased by$68,500,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 410 | 548 | increased by138 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 312 | 411 | increased by99 |
| Apr 1, 2022 | AUM | $109,000,000 | $158,000,000 | increased by$49,000,000 |
| Apr 1, 2022 | Accounts | 310 | 410 | increased by100 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLIANT SECURITIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLIANT SECURITIES” may also match similarly-named firms). Confirm identity against each filing.
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.