Alexander
Roliczek

Securian Financial Services, Inc

CRD#7654288
Investment Advisor
in Charleston, SC

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About this Advisor

Alexander Roliczek is a financial advisor operating out of Charleston, South Carolina. Roliczek is an employee of Securian Financial Services, Inc. Over the course of their career, they have held roles at Commonwealth Financial Group, Securian Financial Services Inc, Minnesota Life Insurance Co, Spike, Kiawah Island Golf Resort, Hattrix, Southern Tier Brewing Co, Dos On The Lake, Buffalo Niagara International Airport, Don Tequila, Lucia'S On The Lake, Frontier Central School District, University At Buffalo, Hooked, Delaware North Company and Blue Raven Solar. Roliczek maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in South Carolina. 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 advisors. It manages $21 billion in total assets across its 76,075 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 165 charitable organizations. Of its 76,075 customer accounts, 18% are associated with high-net-worth individuals 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. A financial advisor's fees are based on the services. However, fee types charged by Securian Financial Services, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

225 Seven Farms Drive Suite 106
Charleston, SC 29492

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

SC Average: 157
Total Number of Accounts

76,075

SC Average: 8,262
Average Account Size

$271,900

SC 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

Alexander Roliczek Work History

Alexander has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Commonwealth Financial Group

2022 - Present (2 years)

Securian Financial Services Inc

2022 - Present (2 years)

Minnesota Life Insurance Co

2022 - Present (2 years)

Spike

2022 - Present (2 years)

Kiawah Island Golf Resort

2022 - 2022 (< 1 year)

Blue Raven Solar

2021 - 2022 (1 year)

Hattrix

2021 - 2022 (1 year)

Southern Tier Brewing Co

2021 - 2021 (< 1 year)

Delaware North Company

2020 - 2020 (< 1 year)

Don Tequila

2019 - 2021 (2 years)

Buffalo Niagara International Airport

2019 - 2020 (1 year)

Hooked

2017 - 2021 (4 years)

Dos On The Lake

2017 - 2021 (4 years)

University At Buffalo

2016 - 2018 (2 years)

Lucia'S On The Lake

2012 - 2017 (5 years)

Frontier Central School District

*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 Alexander Roliczek 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

Ryan Finke
Saint Louis, MO
Ross Brenneman
Omaha, NE
Andrew Brand
Rockville, MD
Michael Daniels
Jersey City, NJ
Nicholas Linton
San Ramon, CA
Tyler Malek
Newark, DE
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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