Robert
Evans

Securian Financial Services, Inc

CRD#3263537
Investment Advisor
in Minneapolis, MN

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About this Advisor

Robert Evans is a financial advisor working out of Minneapolis, Minnesota with a total of 4 years of industry experience. Evans works at Securian Financial Services, Inc. Throughout their career, they have worked at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, Minnesota Life Insurance Company, Cri Securities LLC, Securian Financial Services Inc and North Start Resource Group. Evans has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Minnesota. Securian Financial Services, Inc is a registered investment firm 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 across its 76,075 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 165 charities and foundations. Of its 76,075 accounts, 18% are associated with high-net-worth clients who have greater than $1 million in assets. Securian Financial Services, Inc provides 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. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by Securian Financial Services, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

4 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

2701 University Avenue Se
Minneapolis, MN 55414-3238

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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

Robert Evans Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Minnesota Life Insurance Company

2019 - Present (5 years)

Securian Financial Services Inc

2019 - Present (5 years)

North Start Resource Group

2019 - 2021 (2 years)

Cri Securities LLC

2016 - 2019 (3 years)

Transamerica Retirement Solutions

2016 - 2019 (3 years)

Transamerica Investors Securities Corporation

2013 - 2014 (1 year)

Tiaa

2013 - 2014 (1 year)

Tiaa-Cref Individual & Institutional Services, 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 Robert Evans 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

Ross Brenneman
Omaha, NE
Robert Evans
Minneapolis, MN
Alan Hauschild
Omaha, NE
Nicholas Linton
San Ramon, CA
Michael Daniels
Jersey City, NJ
Wesley Sharp
Minneapolis, MN
Kurt Anderson
Tampa, FL
Heather Snead
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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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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