Aaron
Peabody
Securian Financial Services, Inc
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About this Advisor
Aaron Peabody is a financial advisor operating in San Ramon, California with 14 years of relevant experience. Peabody is an employee of Securian Financial Services, Inc. Over the course of their career, Peabody has held roles at Minnesota Life Insurance Co, Securian Financial Services, Sgc Financial Services and Summit Financial. Peabody holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Securian Financial Services, Inc is an advisory company operating out of Saint Paul, MN. The investment advisory business has offices in 155 locations and a total of 1,750 advisors. It has $21 billion in assets among its 76,075 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 165 charitable organizations. Of its 76,075 accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. Securian Financial Services, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which service is offered. Fee types charged by Securian Financial Services, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Aaron Peabody Work History
Aaron has been registered as a financial advisor for 14 years.*
Summit Financial
Minnesota Life Insurance Co
Securian Financial Services
Sgc Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Peabody to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Securian Financial Services, Inc
Saint Louis, MO
Minneapolis, MN
Omaha, NE
Omaha, NE
Manasquan, NJ
Midlothian, VA
Tampa, FL
San Ramon, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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