Security Financial Management, Inc.

Security Financial Management, Inc.

Financial Services 2420 South Lakemont Avenue 35 employees
Employees
35
Contacts
3
Emails
3

Security Financial Management, Inc. Overview

Headquarters
2420 South Lakemont Avenue
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
35
Founded
1986
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Security Financial Management, Inc.

Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years. Voted The Best of Winter Park - Financial Planning Firm 2023, 2022, 2021, 2020 Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC (www.finra.org; www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: https://www.kestrafinancial.com/disclosures FINRA BrokerCheck: https://brokercheck.finra.org/

Security Financial Management, Inc. Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Security Financial Management, Inc. Org Chart

Sample employees and titles
Name Title Contact
Mitchell B. Walk Aams® Managing Partner/wealth Advisor
Email
Marian S. Retired
View
Daniel Laforest Wealth Manager
Email
Sandra Fay-Wotherspoon Licensed Nc & Sc Realtor with Primary
Email

Employees by Management Level

Individual contributor 15 profiles
Manager 3 profiles
Director 1 profile
Associate / junior 1 profile
Intern / trainee 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 7 7 1
Executive 2 2 1
General 1 1 0
Sales 1 1 0

Security Financial Management, Inc. Tech Stack

Security 13 profiles

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