Daniel
Bachman

Securian Financial Services, Inc

CRD#1968179
Investment Advisor
in Urbandale, IA

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About this Advisor

Daniel Bachman is a financial advisor based out of Urbandale, Iowa who has 21 years of industry experience. Bachman works at Securian Financial Services, Inc. During their career, the advisor has held roles at Minnesota Life Insurance Co, Securian Financial Services, Inc, Vision Point Advisory Group and Guide Financial Group. Bachman maintains a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Iowa and Texas. Securian Financial Services, Inc is an advisory company that has its headquarters in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 people on staff. It administers $21 billion in assets between its 76,075 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 165 charitable organizations. Of its 76,075 accounts, 18% belong to high-net-worth individuals 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 for financial management typically vary depending on the type of financial services offered. However, fee types billed by Securian Financial Services, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

21 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

2900 100Th St Suite 301
Urbandale, IA 50322

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

IA Average: 157
Total Number of Accounts

76,075

IA Average: 8,262
Average Account Size

$271,900

IA 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

Daniel Bachman Work History

Daniel has been registered as a financial advisor for 21 years.*

2013 - Present (11 years)

Guide Financial Group

1989 - Present (35 years)

Minnesota Life Insurance Co

1989 - Present (35 years)

Securian Financial Services, Inc

2011 - 2013 (2 years)

Vision Point Advisory Group

*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 Daniel Bachman 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

Joseph Fay
Manasquan, NJ
Ross Wingert
Southfield, MI
Ross Brenneman
Omaha, NE
Nicholas Linton
San Ramon, CA
Tyler Malek
Newark, DE
Heather Snead
Midlothian, VA
Kurt Anderson
Tampa, FL
Ericka Schaefer
Minneapolis, MN

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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