Trenton
Leffingwell

Securian Financial Services, Inc

CRD#7391849
Investment Advisor
in San Antonio, TX

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About this Advisor

Trenton Leffingwell is a financial advisor working out of San Antonio, Texas who has 1 year of relevant experience. Leffingwell is an employee of Securian Financial Services, Inc. Over the course of their career, Leffingwell has held roles at Img Financial Group, Minnesota Life Insurance Co, Securian Financial Services Inc, Float In, The Wash Tub, The Reel Seafood And Grill, University Of The Incarnate Word, Mclennan Community College, New Braunfels High School and St. George Middle School. Leffingwell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Securian Financial Services, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. The firm has offices in 155 locations and a total of 1,750 advisors. It administers $21 billion in assets between its 76,075 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 165 charitable organizations. Of its 76,075 accounts, 18% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a number 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. Fees charged by financial advisors depend on which services are provided. Fees charged by Securian Financial Services, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

8000 Ih-10W Suite 950
San Antonio, TX 78230

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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

Trenton Leffingwell Work History

Trenton has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Img Financial Group

2022 - Present (2 years)

Minnesota Life Insurance Co

2022 - Present (2 years)

Securian Financial Services Inc

2021 - 2022 (1 year)

Img Financial Group

2021 - 2022 (1 year)

Securian Financial Services Inc

2019 - 2021 (2 years)

University Of The Incarnate Word

2017 - 2019 (2 years)

Float In

2017 - 2019 (2 years)

Mclennan Community College

2016 - 2016 (< 1 year)

The Wash Tub

2015 - 2015 (< 1 year)

The Reel Seafood And Grill

2013 - 2017 (4 years)

New Braunfels High School

2010 - 2013 (3 years)

St. George Middle 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 Trenton Leffingwell 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

Ross Wingert
Southfield, MI
Alan Hauschild
Omaha, NE
Ross Brenneman
Omaha, NE
Joseph Fay
Manasquan, NJ
Andrew Brand
Rockville, MD
Ericka Schaefer
Minneapolis, MN
Kurt Anderson
Tampa, FL
Ryan Finke
Saint Louis, MO

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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