David
Mills
Securian Financial Services, Inc
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About this Advisor
David Mills is a financial advisor based in Germantown, Tennessee who has 14 years of industry experience. Mills is on the advisory team at Securian Financial Services, Inc. Their career trajectory has included roles at Shoemaker Financial, Securian Financial Services and Minnesota Life Insurance Company. Mills holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Tennessee and Texas. Securian Financial Services, Inc is a financial advisory firm headquartered in Saint Paul, MN. It has offices in 155 locations and a total of 1,750 people on staff. It has $21 billion in assets under management across its 76,075 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 165 charitable organizations. Of its 76,075 accounts, 18% are associated with high-net-worth clients who have at least $1 million in investable assets. The company performs 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 vary depending on which services are offered. However, fees charged by Securian Financial Services, Inc likely are 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
David Mills Work History
David has been registered as a financial advisor for 14 years.*
Shoemaker Financial
Securian Financial Services
Minnesota Life Insurance Company
*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 David Mills 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
Newark, DE
Omaha, NE
Jersey City, NJ
Minneapolis, MN
San Ramon, CA
Rockville, MD
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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