Joshua
Schneider

Securian Financial Services, Inc

CRD#5042439
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Joshua Schneider is a financial advisor based out of Colorado Springs, Colorado with a total of 1 year of industry experience. Schneider works at Securian Financial Services, Inc. Their career trajectory has included roles at T. Rowe Price Investment Services, Inc, Steadfast Wealth Co and Securian Financial Services. Schneider holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in Colorado and Texas. Securian Financial Services, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 employees. It oversees $21 billion in total assets across its 76,075 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 165 charitable organizations. Of its 76,075 customer accounts, 18% are held by high-net-worth investors who have more than $1 million in investable assets. Securian Financial Services, Inc provides a broad set 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. A financial advisor's fees are based on the type of services. Fees charged by Securian Financial Services, Inc likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

Joshua Schneider Work History

Joshua has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Steadfast Wealth Co

2022 - Present (2 years)

Securian Financial Services

2005 - 2022 (17 years)

T. Rowe Price Investment Services, Inc

*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 Joshua Schneider 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

Thomas Peters
Omaha, NE
Ross Wingert
Southfield, MI
Andrew Brand
Rockville, MD
Ericka Schaefer
Minneapolis, MN
Ryan Finke
Saint Louis, MO
Joseph Fay
Manasquan, NJ
Kurt Anderson
Tampa, FL
Tyler Malek
Newark, DE

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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