# Alliant Securities, Inc. Turner, Nord, Kienbaum

> Alliant Securities, Inc. Turner, Nord, Kienbaum is an SEC-registered investment advisory firm in Liberty Lake, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 7726
- Filed as: ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
- Legal name: Alliant Securities, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Liberty Lake, WA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/7726
- AdvisorCensus page: https://advisorcensus.com/firm/alliant-securities-inc-turner-nord-kienbaum-liberty-lake-wa-7726

## Quick answers

**How is Alliant Securities, Inc. Turner, Nord, Kienbaum compensated?**
On its Form ADV (Item 5.E, October 2026), Alliant Securities, Inc. Turner, Nord, Kienbaum reports these compensation arrangements: a percentage of assets under its management.

**Where is Alliant Securities, Inc. Turner, Nord, Kienbaum located?**
Alliant Securities, Inc. Turner, Nord, Kienbaum's principal office is in Liberty Lake, WA, according to its Form ADV.

**Is Alliant Securities, Inc. Turner, Nord, Kienbaum registered with the SEC or a state?**
Alliant Securities, Inc. Turner, Nord, Kienbaum is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 7726.

**How much does Alliant Securities, Inc. Turner, Nord, Kienbaum manage?**
Alliant Securities, Inc. Turner, Nord, Kienbaum reports $300,000,000 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (78% discretionary).

**How have Alliant Securities, Inc. Turner, Nord, Kienbaum's assets and staff changed since 2021?**
In the Form ADV data for Alliant Securities, Inc. Turner, Nord, Kienbaum: Regulatory assets under management: $109,000,000 in the October 2021 data and $300,000,000 in the October 2026 data, up 175%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alliant Securities, Inc. Turner, Nord, Kienbaum serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (696); high net worth individuals (12); charitable organizations (3).

**Which custodians does Alliant Securities, Inc. Turner, Nord, Kienbaum use?**
Alliant Securities, Inc. Turner, Nord, Kienbaum's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Alliant Securities, Inc. Turner, Nord, Kienbaum report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/7726

**Does Alliant Securities, Inc. Turner, Nord, Kienbaum state an account minimum?**
Its Form ADV Part 2A brochure dated February 5, 2026 says: "ASI will require an initial minimum account size of $25,000. At its discretion, ASI may accept accounts below the minimum."

**What changed in Alliant Securities, Inc. Turner, Nord, Kienbaum's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> ASI will require an initial minimum account size of $25,000. At its discretion, ASI may accept accounts below the minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $300,000,000
- Discretionary: $235,000,000
- Non-discretionary: $65,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 696 | $232,500,000 |
| High net worth individuals | 12 | $65,000,000 |
| Charitable organizations | 3 | $2,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, MT, OR, UT, WA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/7726

### Websites listed on Form ADV (Item 1.I)
- [alliantsecurities.com](https://alliantsecurities.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,000,000 | 8 | May 26, 2021 |
| October 2022 | $158,000,000 | 9 | July 7, 2022 |
| October 2023 | $142,000,000 | 9 | March 6, 2023 |
| October 2024 | $180,000,000 | 9 | March 7, 2024 |
| October 2025 | $226,500,000 | 9 | April 15, 2025 |
| October 2026 | $300,000,000 | 9 | September 11, 2026 |

Regulatory assets under management: $109,000,000 in the October 2021 data and $300,000,000 in the October 2026 data, up 175%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in UT.

### March 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $226,500,000 to $300,000,000 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alliant Securities, Inc. Turner, Nord, Kienbaum (CRD 7726): Form ADV filing data as of October 2026.