Kyle
Rice

Securian Financial Services, Inc

CRD#7273634
Investment Advisor
in Jacksonville, FL

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About this Advisor

Kyle Rice is a financial advisor working out of Jacksonville, Florida with a total of 2 years of industry experience. Rice is currently employed by Securian Financial Services, Inc. Over the course of their career, they have held roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Capital Financial Strategies Inc and Clay County District Schools. Rice has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. 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 financial advisors. It administers $21 billion in assets between its 76,075 client accounts, making it one of the largest 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 held by high-net-worth clients who have greater than $1 million in assets available to invest. Securian Financial Services, Inc has 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. Financial management fee schedules typically vary depending on the services provided. However, fee types charged by Securian Financial Services, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

10199 Southside Blvd Building One Suite 200
Jacksonville, FL 32256

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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

Kyle Rice Work History

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

2020 - Present (4 years)

Securian Financial Services Inc

2020 - Present (4 years)

Minnesota Life Insurance Co

2020 - Present (4 years)

Capital Financial Strategies Inc

2014 - Present (10 years)

Clay County District Schools

*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 Kyle Rice 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

Garrett Culwell
Cincinnati, OH
Phuc Le
Saint Paul, MN
Ross Wingert
Southfield, MI
Maximilian Clifford
Minneapolis, MN
Joseph Fay
Manasquan, NJ
Robert Evans
Minneapolis, MN
Kurt Anderson
Tampa, FL
Ryan Finke
Saint Louis, MO

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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