John
Dahlberg

Securian Financial Services, Inc

CRD#5863828
Investment Advisor
in Saint Paul, MN

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About this Advisor

John Dahlberg is a financial advisor working in Saint Paul, Minnesota, with 8 years of relevant experience. Dahlberg works at Securian Financial Services, Inc. Over the course of their career, they have held roles at Minnesota Life Ins Co, Securian Financial Services, Inc and Cri Securities, LLC. Dahlberg maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Minnesota. Securian Financial Services, Inc is a financial advisory firm that has its headquarters in Saint Paul, MN. It has offices in 155 locations and a total of 1,750 financial advisors. It has $21 billion in total assets across its 76,075 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 165 charities and foundations. Of its 76,075 client accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business has a diverse assortment 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 typically are based on the type of financial services offered. Fees charged by Securian Financial Services, Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 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

400 Robert Street North
Saint Paul, MN 55101

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

MN Average: 157
Total Number of Accounts

76,075

MN Average: 8,262
Average Account Size

$271,900

MN 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

John Dahlberg Work History

John has been registered as a financial advisor for 8 years.*

2012 - Present (12 years)

Securian Financial Services, Inc

2010 - Present (14 years)

Minnesota Life Ins Co

2014 - 2021 (7 years)

Cri Securities, LLC

*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 John Dahlberg 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
Alan Hauschild
Omaha, NE
Ericka Schaefer
Minneapolis, MN
Tyler Malek
Newark, DE
Thomas Peters
Omaha, NE
Christina Kolb
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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