Joseph
Burgess
Securian Financial Services, Inc
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About this Advisor
Joseph Burgess is a chartered financial consultant who works out of Minneapolis, Minnesota with a total of 10 years of relevant experience. Burgess is on the advisory team at Securian Financial Services, Inc. During their career, the advisor has held roles at Securian Financial Services, Inc, C.R.I. Securities, Inc, Minnesota Life Insurance Company, North Star Consultants Inc, North Star Brokerage Inc and Hays Companies. Burgess has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota, Oklahoma and Texas. Securian Financial Services, Inc is an advisory firm headquartered in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 advisors. It administers $21 billion in assets across its 76,075 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 165 charitable organizations. Of its 76,075 accounts, 18% are held by high-net-worth investors who have at least $1 million in investable assets. Securian Financial Services, Inc has a number 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. Fees for financial advice largely vary depending on the type of services provided. However, fees charged by Securian Financial Services, Inc may include some combination of 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
Joseph Burgess Work History
Joseph has been registered as a financial advisor for 10 years.*
Hays Companies
Securian Financial Services, Inc
Minnesota Life Insurance Company
North Star Consultants Inc
North Star Brokerage Inc
C.R.I. Securities, Inc
*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 Joseph Burgess 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
Clinton, NJ
Saint Louis, MO
Maitland, FL
Charleston, SC
Midlothian, VA
Houston, TX
Tampa, FL
Jersey City, NJ
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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