Toney
Cuellar
Securian Financial Services, Inc
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About this Advisor
Toney Cuellar is a financial advisor who works in San Diego, California with 5 years of industry experience. Cuellar is an employee of Securian Financial Services, Inc. During their career, the advisor has held roles at First Investors Corporation, First Investors, University Of Texas At Austin, Ruffalocody, La Fitness, Foresters Financial Services, Foresters Advisory Services LLC, Securian Financial Services Inc, Cri Securities LLC, Minnesota Life Insurance Co and North Star Resource Group. Cuellar has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Securian Financial Services, Inc is an advisory firm operating out of Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 advisors. It has $21 billion in assets under management among its 76,075 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 165 charitable organizations. Of its 76,075 accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Securian Financial Services, Inc has a number of services, including 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 typically are based on the type of services. Fees billed by Securian Financial Services, Inc can include some blend 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
Toney Cuellar Work History
Toney has been registered as a financial advisor for 5 years.*
Securian Financial Services Inc
Minnesota Life Insurance Co
North Star Resource Group
Foresters Advisory Services LLC
Cri Securities LLC
Foresters Financial Services
First Investors Corporation
First Investors
University Of Texas At Austin
La Fitness
Ruffalocody
University Of Texas At Austin
University Of Texas At Austin
*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 Toney Cuellar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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