History

Securian Advisors MidAmerica, Inc. (SAMA) is committed to high ethical standards while providing a client-centric environment. Our culture was built around being there for our clients and is realized in our day-to-day operations. The commitment to these standards is demonstrated by our integrity, dedication, and exemplary service to our clients.

Financial Life Resource Group was founded in 1986 in Cedar Rapids, Iowa and subsequently acquired respected firms in Burlington, Davenport, and Mason City, Iowa. Southwest Financial started in Tulsa, Oklahoma in 1985, augmenting the firm’s growth with the addition of new and experienced trusted advisors. The two firms merged in 2002 forming Securian Advisors MidAmerica, Inc. (SAMA). Through other acquisitions and internal growth, SAMA has been able to serve each of our respective communities for the past 30 years.

CEO Brian Zimmerman has over than 30 years’ experience in the financial services industry and oversee the day to day operations of the firm. SAMA continues to actively grow with the selective addition of new and experienced advisors, client referrals, and strategic acquisitions.

With local offices located in Iowa, Oklahoma, Kansas and Arkansas, SAMA is fully committed to each of the local communities. This strong local presence is complimented by strategically partnering with a strong financial services company, Securian Financial Services, Inc. This partnership allows SAMA the benefits of being independently owned and operated, while leveraging the benefits of a strong, nationwide company. The architecture allows Securian Advisors MidAmerica to offer quality financial products and services while remaining 100% client centric.

Our firm structure, client focus, and educational approach are what make Securian Advisors MidAmerica truly unique.

We are a comprehensive financial services firm with access to quality products, services, and companies. Our team approach gives you strong service and expertise to assist you in whatever stage of life you are in.  If you are not familiar with our firm, please take a moment to contact us to learn more. We look forward to the opportunity of serving you, your family or your business.

 

DOFU 03/2016 Tracking #1459039