Alliant Securities, Inc. Turner, Nord, Kienbaum

Alliant Securities, Inc. Turner, Nord, Kienbaum is a six‑adviser team managing about $300 million for roughly 700 clients. The firm offers discretionary and non‑discretionary portfolio management and related advisory services to individuals (including high‑net‑worth), retirement plans, trusts, estates, charitable organizations and corporations, typically charging asset‑based advisory fees.

The firm’s investment process combines fundamental and technical analysis across equities, mutual funds and fixed‑income securities, with ongoing attention to business‑cycle dynamics and interest‑rate trends; portfolios are built to client objectives and risk profiles and are monitored continuously, with allocations set through an investment profile questionnaire. Portfolios may range from all‑equity to all‑fixed income and can include short‑term instruments depending on market conditions.

What distinguishes this team from many peers is its dual role as both a registered broker‑dealer and an investment adviser, a structure under which it may effect brokerage and, with client pre‑authorization, principal bond transactions and other execution activity. The firm also maintains insurance licensing and in‑house fixed‑income trading capability, refunds mutual‑fund 12b‑1 payments to advisory clients, and recently moved to monthly billing of advisory fees.