Unclaimed Profile

Shelly Ann Lundberg

SECURIAN FINANCIAL SERVICES, INC.·ST PAUL, Minnesota

SIE, Series 6Clean recordSECURIAN FINANCIAL SERVICES, INC.

400 ROBERT STREET NORTH, ST PAUL, MN 55101-2098CRD# 2072613Firm CRD# 15296

Profile Verification

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

Identity

Shelly Ann Lundberg · ST PAUL, MN

Registration

CRD #2072613 · SECURIAN FINANCIAL SERVICES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Disclosure History

Clean record · no disclosure events on file

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

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. →

Introduction

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Frequently Asked Questions

What services does Shelly Ann Lundberg offer?

Shelly Ann Lundberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST PAUL, Minnesota for a consultation.

What are Shelly Ann Lundberg's credentials?

Shelly Ann Lundberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shelly Ann Lundberg located?

Shelly Ann Lundberg 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 Shelly Ann Lundberg charge for services?

Shelly Ann Lundberg'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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