Chase
Awalt

Securian Financial Services, Inc

CRD#5173447
Investment Advisor
in Dallas, TX

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About this Advisor

Chase Awalt is a financial advisor operating in Dallas, Texas with a total of 17 years of relevant experience. Awalt is currently employed by Securian Financial Services, Inc. Their career trajectory has included roles at Minnesota Life Insurance Company, Securian Financial Services, Inc, Martin Financial Group and Texas Tech University. Awalt has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Oklahoma and Texas. Securian Financial Services, Inc is a financial advisory company operating out of Saint Paul, MN. The company has offices in 155 locations and a total of 1,750 people on staff. It controls $21 billion in assets under management among its 76,075 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 165 charitable organizations. Of its 76,075 customer accounts, 18% belong to high-net-worth clients who have more than $1 million in assets. Securian Financial Services, Inc performs a broad 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. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fee types billed by Securian Financial Services, Inc can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

17 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

Office Location

3030 Lbj Freeway Suite 1450
Dallas, TX 75234

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Securian Financial Services, Inc Brokerage Details

Total Assets Under Management

$20,684,796,225

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

1,750

TX Average: 157
Total Number of Accounts

76,075

TX Average: 8,262
Average Account Size

$271,900

TX Average: $640,173

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

Chase Awalt Work History

Chase has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Minnesota Life Insurance Company

2006 - Present (18 years)

Securian Financial Services, Inc

2006 - Present (18 years)

Martin Financial Group

2002 - Present (22 years)

Texas Tech University

*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 Chase Awalt 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

Andrew Brand
Rockville, MD
Joseph Fay
Manasquan, NJ
Tyler Malek
Newark, DE
Nicholas Linton
San Ramon, CA
Thomas Peters
Omaha, NE
Ryan Finke
Saint Louis, MO
Kurt Anderson
Tampa, FL
Ericka Schaefer
Minneapolis, MN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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