Nicholas
Lasater
Securian Financial Services, Inc
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About this Advisor
Nicholas Lasater is a financial advisor who works out of Newport Beach, California, who has 11 years of industry experience. Lasater works at Securian Financial Services, Inc. Lasater has gained experience at Securian Financial Services Inc, Minnesota Life Insurance Company and Tax And Financial Group. Lasater holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Securian Financial Services, Inc is a financial advisory company operating out of Saint Paul, MN. It has offices in 155 locations and a total of 1,750 people on staff. It manages $21 billion in assets under management between its 76,075 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 165 charitable organizations. Of its 76,075 customer accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. Securian Financial Services, Inc provides 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. Financial management fees usually are based on which service is offered. Fee types charged by Securian Financial Services, Inc can consist of 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
Nicholas Lasater Work History
Nicholas has been registered as a financial advisor for 11 years.*
Securian Financial Services Inc
Minnesota Life Insurance Company
Tax And Financial Group
*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 Nicholas Lasater 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
Newark, DE
Omaha, NE
Minneapolis, MN
San Ramon, CA
Jersey City, NJ
Rockville, MD
Tampa, FL
Midlothian, VA
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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