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Jeffrey Daniel Mcgrath

SECURIAN FINANCIAL SERVICES, INC.·ST PAUL, Minnesota
SIE, Series 7, Series 24, Series 63Clean recordSECURIAN 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SECURIAN FINANCIAL SERVICES, INC.
CRD 15296 · SEC 801-45152
AUM
$20.7B
Regulatory assets under management
Employees
1,750
76,075 client accounts
Services offered by SECURIAN FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SECURIAN FINANCIAL SERVICES, INC. →
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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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Other Advisors at SECURIAN FINANCIAL SERVICES, INC.

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Kimberly Kay Carpenter
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Kim Marie Ofstie
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Janet Marie Hill
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Kjirsten Gareth Zellmer
ST PAUL, MN
Suzanne Marie Chochrek
ST PAUL, MN

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Nearby cities in Minnesota
MINNEAPOLIS (371)EDINA (72)PLYMOUTH (69)MINNETONKA (69)BLOOMINGTON (54)EDEN PRAIRIE (34)ARDEN HILLS (31)SAINT PAUL (30)WAYZATA (29)MAPLE GROVE (19)
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Research
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