Temi
Carda

Securian Financial Services, Inc

CRD#7404105
Investment Advisor
in Minneapolis, MN

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About this Advisor

Temi Carda is a financial advisor based in Minneapolis, Minnesota with a total of 2 years of relevant experience. Carda works at Securian Financial Services, Inc. Throughout their career, Carda has worked at Securian Financial Services, North Star Resource Group, Minnesota Life Insurance Company, Cri Securities LLC, Doordash, Creighton University and Lakeville North Schools. Carda holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Minnesota and Texas. Securian Financial Services, Inc is a financial advisory business that has its headquarters in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 people on staff. It handles $21 billion in assets across its 76,075 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 165 charitable organizations. Of its 76,075 client accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a wide range 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 advisory fees usually vary depending on which services the firm provides the client. However, fees billed by Securian Financial Services, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Temi Carda Work History

Temi has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Securian Financial Services

2021 - Present (3 years)

North Star Resource Group

2021 - Present (3 years)

Minnesota Life Insurance Company

2020 - Present (4 years)

Doordash

2021 - 2021 (< 1 year)

Cri Securities LLC

2017 - 2021 (4 years)

Creighton University

2003 - 2017 (14 years)

Lakeville North Schools

*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 Temi Carda 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

Tyler Malek
Newark, DE
Douglas Dee
Houston, TX
Ericka Schaefer
Minneapolis, MN
Nicholas Linton
San Ramon, CA
Michael Daniels
Jersey City, NJ
Bryan Lierman
Saint Louis, MO
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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