Kimberley
Proffitt
Securian Financial Services, Inc
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About this Advisor
Kimberley Proffitt is a financial advisor operating in Tulsa, Oklahoma with a total of 2 years of relevant experience. Proffitt is currently employed by Securian Financial Services, Inc. Proffitt has gained experience at Bosc, Inc, Bank Of Oklahoma, Seurian Financial Service, Inc, Securian Advs Midamerica Inc, Spring Valley Ranch Ministries, Bokf, Na, Bok Financial Securities, Inc, Securian Advisors Midamerica Inc, Securian Financial Services and Securian Advisors Midamerica. Proffitt maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Oklahoma. Securian Financial Services, Inc is an advisory company 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 oversees $21 billion in assets among its 76,075 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 165 charities and foundations. Of its 76,075 client accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. Securian Financial Services, Inc provides 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. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees charged by Securian Financial Services, Inc may include some blend 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
Kimberley Proffitt Work History
Kimberley has been registered as a financial advisor for 2 years.*
Securian Advisors Midamerica
Securian Financial Services
Securian Advisors Midamerica Inc
Securian Financial Services
Bokf, Na
Bok Financial Securities, Inc
Seurian Financial Service, Inc
Securian Advs Midamerica Inc
Spring Valley Ranch Ministries
Bosc, Inc
Bank Of Oklahoma
*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 Kimberley Proffitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
