Zane
Koskelin

Securian Financial Services, Inc

CRD#7496749
Investment Advisor
in Omaha, NE

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About this Advisor

Zane Koskelin is a financial advisor who works out of Omaha, Nebraska with a total of 1 year of industry experience. Koskelin currently works for Securian Financial Services, Inc. Throughout their career, they have worked at Renaissance Financial Corp, Minnesota Life Insurance Co, Securian Financial Services Inc, Reliant Transportation, Enterprise Rent-A-Car, 9Th St. Bar And Grill, Teague Chevrolet & Buick, Cedar Creek Country Club, Doane University, Mabank High School, Doane Universtiy and Lps Football Official. Koskelin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Nebraska and Texas. Securian Financial Services, Inc is a registered investment business based out of Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 people on staff. It has $21 billion in total assets across its 76,075 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 165 charitable organizations. Of its 76,075 accounts, 18% are held by high-net-worth individuals who have more than $1 million in assets. The business performs 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 depend on which services are offered. Fee types charged by Securian Financial Services, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

12801 Pierce Street Suite 300
Omaha, NE 68144

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

NE Average: 157
Total Number of Accounts

76,075

NE Average: 8,262
Average Account Size

$271,900

NE 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

Zane Koskelin Work History

Zane has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Renaissance Financial Corp

2022 - Present (2 years)

Minnesota Life Insurance Co

2022 - Present (2 years)

Securian Financial Services Inc

2022 - Present (2 years)

Lps Football Official

2020 - 2022 (2 years)

Reliant Transportation

2019 - 2019 (< 1 year)

Enterprise Rent-A-Car

2017 - 2019 (2 years)

9Th St. Bar And Grill

2016 - 2016 (< 1 year)

Teague Chevrolet & Buick

2016 - 2019 (3 years)

Doane University

2016 - 2017 (1 year)

Doane Universtiy

2015 - 2016 (1 year)

Mabank High School

2012 - 2015 (3 years)

Cedar Creek Country Club

*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 Zane Koskelin 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

Richard Redmont
Germantown, TN
Barry Friedson
Clinton, NJ
Tyler Malek
Newark, DE
Ryan Modi
Midlothian, VA
Andrew Brand
Rockville, MD
Sean Williams
Maitland, FL
Kurt Anderson
Tampa, FL
Ericka Schaefer
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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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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