Kyle
Jacobsmeyer

Securian Financial Services, Inc

CRD#6445041
Investment Advisor
in Saint Louis, MO

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About this Advisor

Kyle Jacobsmeyer is a financial advisor operating in Saint Louis, Missouri with 8 years of industry experience. Jacobsmeyer is on the advisory team at Securian Financial Services, Inc. Over the course of their career, they have held roles at Renaissance Financial, Securian Financial Services Inc, Minnesota Life, Southest Mo State, Boeing and St. Norbert. Jacobsmeyer maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Missouri and Texas. Securian Financial Services, Inc is a firm based in Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 advisors. It oversees $21 billion in assets under management across its 76,075 accounts, placing it among the largest investment advisory firms in the country 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 more than $1 million in assets. The firm has a number 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 usually vary depending on the type of financial services offered. However, fees charged by Securian Financial Services, Inc most likely are comprised of any blend 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

5700 Oakland Avenue Suite 400
Saint Louis, MO 63110

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

MO Average: 157
Total Number of Accounts

76,075

MO Average: 8,262
Average Account Size

$271,900

MO 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

Kyle Jacobsmeyer Work History

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

2015 - Present (9 years)

Renaissance Financial

2015 - Present (9 years)

Securian Financial Services Inc

2015 - Present (9 years)

Minnesota Life

2011 - Present (13 years)

Southest Mo State

2015 - 2015 (< 1 year)

Securian Financial Services Inc

2014 - 2014 (< 1 year)

Boeing

2012 - 2013 (1 year)

St. Norbert

*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 Kyle Jacobsmeyer 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 Wingert
Southfield, MI
Wesley Sharp
Minneapolis, MN
Ericka Schaefer
Minneapolis, MN
Christina Kolb
Omaha, NE
Heather Snead
Midlothian, VA
Nicholas Linton
San Ramon, CA
Kurt Anderson
Tampa, FL
Michael Daniels
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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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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