Kurt
Anderson

Securian Financial Services, Inc

CRD#2241839
Investment Advisor
in Tampa, FL

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About this Advisor

Kurt Anderson is a certified financial planner and chartered financial consultant based in Tampa, Florida with a total of 2 years of relevant experience. Anderson is currently employed by Securian Financial Services, Inc. Throughout their career, Anderson has worked at B B And T Investment Services, Matthew Lytell, Northwestern Mutual Investment Services LLC, Usaa, Hornor Townsend & Kent LLC, Harrelson Holdings Inc, Securitas Security Services, Penn Mutual Life Insurance Company and Securian Financial Services. Anderson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida. Securian Financial Services, Inc is a registered investment company operating out of Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 employees. It has $21 billion in assets under management across its 76,075 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 165 charitable organizations. Of its 76,075 accounts, 18% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Securian Financial Services, Inc offers a number 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 largely vary depending on which services are provided. Fee types charged by Securian Financial Services, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 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

3708 West Swann Avenue Suite 103
Tampa, FL 33609

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

FL Average: 157
Total Number of Accounts

76,075

FL Average: 8,262
Average Account Size

$271,900

FL 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

Kurt Anderson Work History

Kurt has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Securitas Security Services

2021 - Present (3 years)

Harrelson Holdings Inc

2021 - Present (3 years)

Securian Financial Services

2020 - 2021 (1 year)

Hornor Townsend & Kent LLC

2020 - 2021 (1 year)

Penn Mutual Life Insurance Company

2018 - 2019 (1 year)

Matthew Lytell

2018 - 2019 (1 year)

Northwestern Mutual Investment Services LLC

2013 - 2013 (< 1 year)

B B And T Investment Services

2013 - 2018 (5 years)

Usaa

*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 Kurt Anderson 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

Andrew Brand
Rockville, MD
Ryan Finke
Saint Louis, MO
Tyler Malek
Newark, DE
Michael Daniels
Jersey City, NJ
Christina Kolb
Omaha, NE
Alan Hauschild
Omaha, NE
Kurt Anderson
Tampa, FL
Nicholas Linton
San Ramon, CA

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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