Jon Ylinen, financial advisor Madison WI
93 score

Jon Ylinen

CRD Number: 5439890
Current Firm: Securian Financial Services, Inc.

Jon Ylinen (CRD# 5439890) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Madison, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
North Star Consultants, Inc. Madison, WI Jan 2009 - Current 7
Securian Financial Services, Inc. St Paul, MN Jan 2009 - Current 7
Cri Securities, LLC St Paul, MN Jan 2009 - Current 7
Minnesota Life Insurance Company St Paul, MN Jan 2009 - Current 7
Cri Securities, LLC St Paul, MN Jul 2008 - Jan 2009 < 1
Securian Financial Services, Inc. St Paul, MN Jul 2008 - Jan 2009 < 1
North Star Consultants, Inc. Madison, WI Oct 2007 - Jan 2009 1
Securian Financial Services, Inc. St Paul, MN Oct 2007 - Aug 2008 < 1
Indian Hills Golf Club Stillwater, MN Apr 2005 - Aug 2008 3
University Of Wisconsin-madison Madison, WI Sep 2007 - May 2008 < 1
University Of Wisconsin-madison Madison, WI Sep 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Jon C. Ylinen
Phone Number: 651-665-5609
Registered State(s):
  • MN
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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