Investment

• 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
  Michael Nord has 34 years of experience in the Investment Business. Michael started out working for a firm that specialized in Financial and Estate Planning until he came to Alliant Securities, Inc. in 1984. Michael is now an owner of Alliant Securities, Inc and works as a Licensed Securities Broker. He specializes in Fixed Income Bonds: Tax Free Municipal Bonds, Corporate Bonds, and US Government Bonds. Michael also has extensive experience with equities as well; including stocks and mutual funds.
• 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.

Planning

• 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.
• College Funding