Lindsey
Menezes
Securian Financial Services, Inc
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About this Advisor
Lindsey Menezes is a financial advisor based in Doylestown, Pennsylvania who has 2 years of relevant experience. Menezes currently works for Securian Financial Services, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Grove City College, Cigna, Grove City College - Mathematics Department, Aetna, American Pools, Shop 'N' Bag, Calvary Christian Academy, Securian Financial Services Inc, Minnesota Life Insurance Company and Foundations Financial Partners. Menezes maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Securian Financial Services, Inc is a financial advisory firm that has its headquarters in Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 advisors. It controls $21 billion in assets across its 76,075 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 165 charities and foundations. Of its 76,075 client accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a diverse 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Securian Financial Services, Inc can be comprised of any 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
Lindsey Menezes Work History
Lindsey has been registered as a financial advisor for 2 years.*
Securian Financial Services Inc
Minnesota Life Insurance Company
Foundations Financial Partners
Ameriprise Financial Services, Inc
Cigna
Grove City College - Mathematics Department
Aetna
American Pools
Grove City College
Shop 'N' Bag
Calvary Christian Academy
*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 Lindsey Menezes 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
Saint Paul, MN
Saint Louis, MO
Midlothian, VA
Germantown, TN
Germantown, TN
Midlothian, VA
Tampa, FL
San Ramon, CA
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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