Brett
Von Flatern
Securian Financial Services, Inc
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About this Advisor
Brett Von Flatern is a financial advisor working in Windsor, Connecticut with a total of 4 years of industry experience. Von Flatern currently works for Securian Financial Services, Inc. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Western New England University, University Of Massachusetts, Amherst, C&S Wholesale Grocers, Dunkin' Donuts, Stackers And Mcmurphy'S Pub, Securian Financial Services Inc, Minnesota Life Insurance Co and Pioneer Financial Group. Von Flatern has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to serve investors in Connecticut and Massachusetts. Securian Financial Services, Inc is a financial advisory firm that has its headquarters in Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 employees. It administers $21 billion in assets under management across its 76,075 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 165 charities and foundations. Of its 76,075 accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Securian Financial Services, Inc has a broad assortment 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 for financial management are based on which services the firm provides the client. However, fees charged by Securian Financial Services, Inc can include any 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
Brett Von Flatern Work History
Brett has been registered as a financial advisor for 4 years.*
Pioneer Financial Group
Securian Financial Services Inc
Minnesota Life Insurance Co
Pioneer Financial Group
Fidelity Brokerage Services LLC
Stackers And Mcmurphy'S Pub
University Of Massachusetts, Amherst
C&S Wholesale Grocers
Dunkin' Donuts
Western New England University
Western New England University
*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 Brett Von Flatern 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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