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ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM

LIBERTY LAKE, WA · CRD 7726 · IAPD ↗ · alliantsecurities.com · 509-747-9144

$300.0MRegulatory AUM
6Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
7States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2026 — ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM reported RAUM up 32% ($226.5M -> $300.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM reported RAUM up 26% ($180.0M -> $226.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM reported RAUM up 27% ($142.0M -> $180.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.