Iowa-based Olson Heimensen joins Securities America
Olson Heimensen Retirement & Wealth Planning announced that it has joined Nebraska-based Securities America, one of the nation’s largest independent broker-dealers.
“This is a great fit for us,” said Corey Heimensen, president of Olson Heimensen Retirement & Wealth Planning in Rock Rapids, Iowa. “We were looking for a partner to help us grow into the future and provide the best possible service and financial solutions for our clients.”
“We also wanted a partner that reflected our values,” said Heimensen. “We wanted a conservative partner in line with our Midwest culture. At Olson Heimensen, we treat every client, no matter what size, with the same level of service.”
Heimensen visited the home offices of several potential broker-dealers, but visiting the Nebraska-based broker-dealer made the final choice an easy one. “Within minutes, I’d already met all the top players and was sitting down with their executive leadership team. It was truly a different experience than I had with the other broker-dealers,” said Heimensen. Securities America’s team gave them the same quality of service that Olson Heimensen gives their clients.
“It was welcoming and comfortable. It was personal.”
“Olson Heimensen has a stellar reputation of client service,” said Gregg Johnson, executive vice president of branch office development and acquisitions for Securities America. “They don’t just say they care about their clients – they show it in every way. We’re really pleased they chose us as their partner.”
Olson Heimensen serves more than 1,400 clients across 15 states. It’s dedicated to helping its clients through personalized strategic services and state-of-the-art technology.
Heimensen believes in empowering clients through knowledge. He’s the author of “Stop Doing Dumb Things with Your Money,” which outlines a common-sense approach to financial guidance. Finance is all too often complicated and stressful when it doesn’t have to be, said Heimensen. The book reflects his belief in a straight-forward approach, making finance non-intimidating and easy to grasp.
“We’re passionate about what we do,” said Heimensen. “And at the end of the day, we want a broker-dealer in our corner that’s just as passionate about what they do.”
Heimensen said they also looked for a forward-looking partner that cared about upcoming generations.
“We have many second-, even third-generation clients,” he said. “We need to look to the next generation. Partnering with Securities America gives us the platforms and technology needed to do just that.”
Corey Heimensen, President
Olson Heimensen Retirement & Wealth Planning
Email address: firstname.lastname@example.org
Phone number: 712-472-3867
Toll Free: 800-657-4316