Alliant Securities

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Investment Securities, Financial Planners, Financial Planning Consultants

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46 Years

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(509) 747-9144Visit WebsiteMap & Directions695 N Legacy Ridge Dr Ste 300Liberty Lake, WA 99019 Write a Review

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Mon - Fri:	6:30 am - 4:00 pm

Alliant Securities

Investment Management
John Woodhead Jr. has been working in the Investment Business for 28 years. He works as a Licensed Securities Broker, Licensed Investment Advisor Representative and Senior in-house Insurance specialist. John Jr. joined with Alliant Securities, Inc. in 2004 and specializes in fee based mutual fund portfolio management. John Jr. was born in 1966 and raised in Spokane, Washington. He graduated from Lewis & Clark High School in 1985. After attending Spokane Falls Community College, John Jr. went to work at his father’s broker dealer, Phelps and Woodhead, in 1988. After working, and learning the business, he bought in as a partner in 1995. After successfully building the business up it was sold in 1999 to DA Davidson, where John Jr. stayed on board for 5 years before moving to Alliant Securities, Inc. John Jr. holds the following certifications...

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Phone: (509) 473-0359

Fax: (509) 623-1543

TollFree: (800) 345-9734

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Alliant Securities Inc

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http://www.alliantsecurities.com

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Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (509) 747-9144

Address: 695 N Legacy Ridge Dr Ste 300, Liberty Lake, WA 99019

Website: http://www.alliantsecurities.com

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Alliant Securities

Investment Management
John Woodhead Jr. has been working in the Investment Business for 28 years. He works as a Licensed Securities Broker, Licensed Investment Advisor Representative and Senior in-house Insurance specialist. John Jr. joined with Alliant Securities, Inc. in 2004 and specializes in fee based mutual fund portfolio management. John Jr. was born in 1966 and raised in Spokane, Washington. He graduated from Lewis & Clark High School in 1985. After attending Spokane Falls Community College, John Jr. went to work at his father’s broker dealer, Phelps and Woodhead, in 1988. After working, and learning the business, he bought in as a partner in 1995. After successfully building the business up it was sold in 1999 to DA Davidson, where John Jr. stayed on board for 5 years before moving to Alliant Securities, Inc. John Jr. holds the following certifications...
Mutual Funds
Jeff Newton has 23 years experience in the investment business, working as a Licensed Securities Broker, an Investment Advisor Representative, and as a licensed General Securities Principal and Municipal Securities Principal. Jeff joined the Alliant Securities, Inc. team in 2010 and is a supervisory principal as well as retail investment account manager. His experience with implementing investment strategies using stocks, bonds (corporate and municipals), exchange traded funds, closed end funds and mutual funds gives him the knowledge and skill necessary to successfully manage a variety of portfolio types. With custom client portfolios, he utilizes the full spectrum of securities which enables him to create a diversified and well planned account. Jeff graduated from Lewis & Clark High School (1982) and Washington State University (WSU) in 1987 with a Bachelor of Arts in English and Business. Jeff holds the following certifications...
Bonds
Wealth Management
Paul Kienbaum has 30 years experience in the Investment/ Wealth Management Business. He is an owner and Principal at Alliant Securities, Inc. and works as both a Licensed Securities Broker and a Licensed Investment Advisor Representative. He joined the firm in 1987. Paul utilizes Fixed Income (bonds): Tax Free Municipals, Corporate Bonds, stocks various Mutual Funds and ETF’s to accomplish his financial goals.

Retirement Planning
Stephanie Bates has 20 years experience in the Investment Business, joining Alliant Securities, Inc. in 1998. She works as a Licensed Broker and serves as the head bond trader for the Firm (including corporate and municipal bonds). Stephanie also specializes in the use of mutual funds and other investment strategies such as individual equities, closed end and exchange traded funds in the design and management of portfolio allocations. With extensive knowledge of various IRAs and company sponsored plans she can assist you with all phases of your Retirement Planning.
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