Frank
Lequerica
Securian Financial Services, Inc
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About this Advisor
Frank Lequerica is a financial advisor who works out of Germantown, Tennessee, with a total of 7 years of industry experience. Lequerica is on the advisory team at Securian Financial Services, Inc. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Securian Financial Services Inc, Minnesota Life Insurance Co and Shoemaker Financial. Lequerica has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Tennessee and Texas. Securian Financial Services, Inc is a firm operating out of Saint Paul, MN. The investment advisory business has offices in 155 locations and a total of 1,750 people on staff. It administers $21 billion in assets under management between its 76,075 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 165 charitable organizations. Of its 76,075 customer accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a diverse assortment 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. Financial advisory fee schedules usually depend on which service is provided. Fee types charged by Securian Financial Services, Inc can be comprised of any 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
Frank Lequerica Work History
Frank has been registered as a financial advisor for 7 years.*
Securian Financial Services Inc
Minnesota Life Insurance Co
Shoemaker Financial
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Park Avenue Securities
Guardian 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 Frank Lequerica 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
Charleston, SC
Saint Louis, MO
Maitland, FL
Jersey City, NJ
Minneapolis, MN
Saint Paul, MN
Midlothian, VA
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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