Charles
O'Neill
Securian Financial Services, Inc
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About this Advisor
Charles O'Neill is a financial advisor based in Overland Park, Kansas with a total of 3 years of industry experience. O'Neill works at Securian Financial Services, Inc. During their career, the advisor has held roles at Securian Financial Services Inc, Minnesota Life Insurance Co, Renaissance Financial, Dst Financial Systems, Joe'S Kansas City / Stehney Quarterhorses, LLC, University Of Kansas and Rockhurst High School. O'Neill has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kansas, Oklahoma and Texas. 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 oversees $21 billion in assets under management between its 76,075 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 165 charitable organizations. Of its 76,075 accounts, 18% are held by high-net-worth investors who have more than $1 million in assets. The firm offers a wide set of services, including 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. A financial advisor's fee schedules typically are based on the financial services offered. Fees billed by Securian Financial Services, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
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
Charles O'Neill Work History
Charles has been registered as a financial advisor for 3 years.*
Securian Financial Services Inc
Minnesota Life Insurance Co
Renaissance Financial
Dst Financial Systems
University Of Kansas
University Of Kansas
Joe'S Kansas City / Stehney Quarterhorses, LLC
Rockhurst High School
*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 Charles O'Neill 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
Rockville, MD
Omaha, NE
Newark, DE
Jersey City, NJ
Omaha, NE
Minneapolis, MN
Tampa, FL
Midlothian, VA
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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