Craig
Belisle

Securian Financial Services, Inc

CRD#2736027
Investment Advisor
in Atlanta, GA
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About this Advisor

Craig Belisle is an advisor in Atlanta, Georgia. Currently an investment advisor with Securian Financial Services, Inc, they have gathered an impressive 22 years of professional experience as an investment advisor. Belisle has Series 63 and Series 66 licenses, which certify the advisor as a securities broker. Belisle can work with investors in Georgia. During their career, Belisle has held roles at Minnesota Life, Securian Financial Services, Inc, Gv Atlanta, Inc, Gv Capital Management, Inc, Gv Financial Advisors, Inc, Kirschner & Lewyn, LLC, Joyn Atlanta, Inc and Joyn Advisors, Inc. Securian Financial Services, Inc is headquartered in Atlanta, Georgia, and operates out of 172 additional offices throughout the country. In total, Securian Financial Services, Inc manages $10 billion in assets across 34,933 accounts and retains more than 1,703 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. The firm manages 8,135 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 19% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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 may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

22 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

1100 Abernathy Road Building 500 Suite 500
Atlanta, GA 30328

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,618,552,924

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

1,635

GA Average: 157
Total Number of Accounts

39,256

GA Average: 8,262
Average Account Size

$245,021

GA 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

Craig Belisle Work History

Craig has 22 years of experience.

2016 - Present (3 years)

Joyn Atlanta, Inc

2016 - Present (3 years)

Joyn Advisors, Inc

2007 - 2009 (2 years)

Kirschner & Lewyn, LLC

1996 - Present (23 years)

Minnesota Life

1996 - Present (23 years)

Securian Financial Services, Inc

1996 - 2016 (20 years)

Gv Atlanta, Inc

1996 - 2011 (15 years)

Gv Capital Management, Inc

1996 - 2016 (20 years)

Gv Financial Advisors, Inc

Disclosures

Craig Belisle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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