Daniel Urshan, financial advisor Hermantown MN

Daniel Urshan

CRD Number: 1363767
Current Firm: Securities America Advisors, Inc.

Daniel Urshan (CRD# 1363767) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Hermantown, MN and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Urshan Retirement Group, Inc. Duluth, MN Mar 2007 - Current 17
Securities America Advisors, Inc. Duluth, MN Jul 2005 - Current 18
Securities America, Inc. Duluth, MN Jun 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Daniel J. Urshan
Phone Number: 402-399-9111
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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