Unclaimed Profile

Jeffrey Daniel Mcgrath

SECURIAN FINANCIAL SERVICES, INC.·ST PAUL, Minnesota

SECURIAN FINANCIAL SERVICES, INC.

400 ROBERT STREET NORTH, ST PAUL, MN 55101-2098CRD# 2732974Firm CRD# 15296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Daniel Mcgrath · ST PAUL, MN

Registration

CRD #2732974 · SECURIAN FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Daniel Mcgrath is a registered financial advisor based in ST PAUL, Minnesota, affiliated with SECURIAN FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SECURIAN FINANCIAL SERVICES, INC.

AUM

$20.7B

Regulatory assets under management

Employees

1750

Total firm employees

View all advisors at SECURIAN FINANCIAL SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2732974

Firm CRD# 15296

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Daniel Mcgrath offer?

Jeffrey Daniel Mcgrath specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST PAUL, Minnesota for a consultation.

What are Jeffrey Daniel Mcgrath's credentials?

Jeffrey Daniel Mcgrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Daniel Mcgrath located?

Jeffrey Daniel Mcgrath is based in ST PAUL, Minnesota, working with SECURIAN FINANCIAL SERVICES, INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.

How does Jeffrey Daniel Mcgrath charge for services?

Jeffrey Daniel Mcgrath's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECURIAN FINANCIAL SERVICES, INC.?

SECURIAN FINANCIAL SERVICES, INC. has approximately 1750 employees and manages $20.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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