Robert
Ebert
Securian Financial Services, Inc
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About this Advisor
Robert Ebert is a financial advisor who works in Hopkins, Minnesota who has 9 years of industry experience. Ebert is an employee of Securian Financial Services, Inc. Their career trajectory has included roles at North Star Consultants, Inc, Securian Financial Services, Inc, Minnesota Life Ins Co, C.R.I Securities, Inc and Fortune Financial. Ebert has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Minnesota and Texas. Securian Financial Services, Inc is a firm based in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 people on staff. It manages $21 billion in assets between its 76,075 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 165 charities and foundations. Of its 76,075 accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company has a wide array 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. Financial management fees typically are based on the services provided. Fee types billed by Securian Financial Services, Inc most likely 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
Robert Ebert Work History
Robert has been registered as a financial advisor for 9 years.*
Fortune Financial
Securian Financial Services, Inc
Minnesota Life Ins Co
North Star Consultants, 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 Robert Ebert 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
Midlothian, VA
Saint Louis, MO
Omaha, NE
Saint Paul, MN
Rockville, MD
Saint Paul, MN
Tampa, FL
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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