Julie Flaten, financial advisor Mayville ND
90 score

Julie Flaten

CRD Number: 6030740
Current Firm: Securian Financial Services, Inc.

Julie Flaten (CRD# 6030740) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Mayville, ND and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Minnesota Life Ins Co St Paul, MN Feb 2012 - Current 4
Securian Financial Services, Inc. St Paul, MN Feb 2012 - Current 4
Securian Fin Advs Of Nd Inc. Mayville, ND Feb 2012 - Current 4
The Goose River Bank Mayville, ND Oct 1995 - Feb 2012 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Julie A. Flaten
Phone Number: 651-665-5609
Registered State(s):
  • ND
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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