James
Mckenna
Securian Financial Services, Inc
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About this Advisor
James Mckenna is a financial advisor who works out of Mount Pleasant, South Carolina with 1 year of industry experience. Mckenna is an advisor for Securian Financial Services, Inc. Over the course of their career, Mckenna has held roles at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Enterprise Rent-A-Car, University Of South Carolina, Middle/High School, Securian Financial Services Inc, Minnesota Life Insurance Co and Shoemaker Financial - Capital Management. Mckenna maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in South Carolina. Securian Financial Services, Inc is a financial advisory business based in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 financial advisors. It controls $21 billion in total assets across its 76,075 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 165 charities and foundations. Of its 76,075 client accounts, 18% belong to high-net-worth clients who have at least $1 million in assets. The business provides a number of services, including 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 fee schedules typically vary depending on the financial services provided. However, fees charged by Securian Financial Services, Inc can include some combination 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
James Mckenna Work History
James has been registered as a financial advisor for 1 years.*
Securian Financial Services Inc
Minnesota Life Insurance Co
Shoemaker Financial - Capital Management
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Enterprise Rent-A-Car
University Of South Carolina
Middle/High School
*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 James Mckenna 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
Boca Raton, FL
Newark, DE
Minneapolis, MN
San Ramon, CA
Jersey City, NJ
Phoenix, AZ
Tampa, FL
Midlothian, VA
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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