Jerrad
Bridgmon

Securian Financial Services, Inc

CRD#5289945
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Jerrad Bridgmon is a certified financial planner operating out of Colorado Springs, Colorado, with 16 years of relevant experience. Bridgmon is an employee of Securian Financial Services, Inc. Over the course of their career, Bridgmon has held roles at Securian Financial Services Inc, Strategic Financial Partners and Steadfast Wealth Co. Bridgmon has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Securian Financial Services, Inc is a company operating out of Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 financial advisors. It manages $21 billion in assets under management across its 76,075 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 165 charitable organizations. Of its 76,075 client accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a wide range 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 vary depending on which services are provided. However, fees charged by Securian Financial Services, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7222 Commerce Center Dr Suite 108
Colorado Springs, CO 80919

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

CO Average: $5,289,111,388
Total Number of Employees

1,750

CO Average: 157
Total Number of Accounts

76,075

CO Average: 8,262
Average Account Size

$271,900

CO Average: $640,173

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

Jerrad Bridgmon Work History

Jerrad has been registered as a financial advisor for 16 years.*

2020 - Present (4 years)

Steadfast Wealth Co

2011 - Present (13 years)

Securian Financial Services Inc

2011 - 2020 (9 years)

Strategic Financial Partners

*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 Jerrad Bridgmon 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

Joseph Fay
Manasquan, NJ
Tyler Malek
Newark, DE
Christina Kolb
Omaha, NE
Alan Hauschild
Omaha, NE
Nicholas Linton
San Ramon, CA
Ericka Schaefer
Minneapolis, MN
Kurt Anderson
Tampa, FL
Michael Daniels
Jersey City, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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