RIA Intel›Advisers›Minnesota›SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Advisory

N·ST PAUL, MN

Data as of Mar 22, 2023 · Source: SEC Form ADV

Total AUM

$20.7B

1-Year AUM Growth

-6.9%

3-Year CAGR

+18.8%

Employees

1,052

Assets Under Management

Total AUM$20.7B

Discretionary AUM$6.7B

Non-Discretionary AUM$14.0B

Discretionary %32.3%

Total Clients—

Team

Total Employees1,052

Investment Advisers1,750

Employee Growth (1Y)—

Filing History

Total Filings on Record121

First FilingFeb 28, 2001

Latest FilingMar 22, 2023

🔒 Full AUM trend chart and 121 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SECURIAN FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.