Daniel
Zagata

Securian Financial Services, Inc

CRD#4484474
Investment Advisor
in Orlando, FL
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About this Advisor

Daniel Zagata is a certified financial planner in Orlando, Florida. Currently a registered investment advisor with Securian Financial Services, Inc, Zagata has 10 years of professional experience as a financial advisor. Zagata maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Zagata can work with clients based out of Florida. Zagata has gained experience at Securian Financial Services, Ibis Financial Group, Minnesota Life Insurance Company and Evershore Financial Group. Securian Financial Services, Inc is headquartered in Orlando, Florida, and operates out of 172 other offices in the United States. In aggregate, Securian Financial Services, Inc manages $10 billion in assets throughout 34,933 accounts and employs more than 1,703 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 8,135 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Securian Financial Services, Inc can offer 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. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

1900 Summit Tower Boulevard Suite 550
Orlando, FL 32810

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,603,135,146

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

1,703

FL Average: 157
Total Number of Accounts

34,933

FL Average: 8,262
Average Account Size

$274,902

FL Average: $640,173

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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

Daniel Zagata Work History

Daniel has 10 years of experience.

2011 - Present (8 years)

Evershore Financial Group

2008 - Present (11 years)

Securian Financial Services

2008 - 2011 (3 years)

Ibis Financial Group

2008 - Present (11 years)

Minnesota Life Insurance Company

Disclosures

Daniel Zagata has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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