Brendan
Pheasant

Securian Financial Services, Inc

CRD#5421885
Investment Advisor
in Austin, TX
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About this Advisor

Brendan Pheasant is a certified financial planner and chartered financial consultant whose office is in Austin, Texas. Currently a registered financial advisor at Securian Financial Services, Inc, they have accumulated 10 years of work experience in the financial advisory industry. Pheasant has a Series 63 license, which certifies them as a securities broker. Pheasant is able to operate based out of Texas. Over the course of their career, Pheasant has held roles at Mwa Financial Services Inc, Modern Woodmen Of America, C.R.I Securities LLC, Minnesota Life, Securian Financial Services Inc and Northstar Resource Group. Securian Financial Services, Inc is located in Austin, Texas, and operates out of 172 offices across the country. Overall, Securian Financial Services, Inc oversees $10 billion in assets across 34,933 client accounts and employs more than 1,703 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 8,135 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 19% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Securian Financial Services, Inc can offer 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. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

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

Disclosures

No

Office Location

Terrace Vii 2801 Via Fortuna, Suite 450
Austin, TX 78746

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$9,603,135,146

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

1,703

TX Average: 157
Total Number of Accounts

34,933

TX Average: 8,262
Average Account Size

$274,902

TX Average: $640,173

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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

Brendan Pheasant Work History

Brendan has 10 years of experience.

2016 - Present (3 years)

C.R.I Securities LLC

2016 - Present (3 years)

Minnesota Life

2016 - Present (3 years)

Securian Financial Services Inc

2016 - Present (3 years)

Northstar Resource Group

2009 - 2016 (7 years)

Mwa Financial Services Inc

2008 - 2016 (8 years)

Modern Woodmen Of America

Disclosures

Brendan Pheasant has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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