John
Welsh
Securian Financial Services, Inc
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About this Advisor
John Welsh is a financial advisor operating out of Charleston, South Carolina with a total of 1 year of relevant experience. Welsh is an advisor for Securian Financial Services, Inc. Their career trajectory has included roles at Securian Financial Services Inc, Minnesota Insurance Co, Commonwealth Financial Group, Sprockets, Ceterus, Wild Roots Candle Company, National Student Leadership Forum, Clemson University, Ben Lippen High School, Forest Acres Dentistry, Columbia Fireflies and Lexington Pathology Associates. Welsh has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in South Carolina and Texas. Securian Financial Services, Inc is a registered investment firm based in Saint Paul, MN. The investment advisory business 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, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 165 charitable organizations. Of its 76,075 customer accounts, 18% are associated with high-net-worth investors who have at least $1 million in assets available to invest. 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. Financial advisory fees largely depend on which services the firm provides the client. However, fees charged by Securian Financial Services, Inc may 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
John Welsh Work History
John has been registered as a financial advisor for 1 years.*
Securian Financial Services Inc
Minnesota Insurance Co
Commonwealth Financial Group
Sprockets
Ceterus
Wild Roots Candle Company
National Student Leadership Forum
Forest Acres Dentistry
Columbia Fireflies
Clemson University
Lexington Pathology Associates
Ben Lippen 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 John Welsh 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 Louis, MO
Maitland, FL
Newark, DE
San Ramon, CA
Jersey City, NJ
Omaha, NE
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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