Darby AffeldtCRD Number: 6138325
Current Firm: Securian Financial Services, Inc.
Darby Affeldt (CRD# 6138325) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Minneapolis, MN and has over 9 years of experience in the finance industry.
Thrivent Advisor Network, LLC
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Paid Speaker||Olympia, WA||Jul 2020 - Current||1|
|North Star Consultants, Inc.||Seattle, WA||Dec 2014 - Current||7|
|Minnesota Life Insurance Company||St Paul, MN||Dec 2014 - Current||7|
|Securian Financial Services, Inc.||St Paul, MN||Dec 2014 - Current||7|
|Cri Securities, LLC||St Paul, MN||Dec 2014 - Oct 2021||6|
|Lippincott Construction Inc.||Seattle, WA||Jun 1998 - Jul 2020||22|
|Comprehensive Practice Resources||Phoenix, AZ||Jul 2014 - Nov 2018||4|
|Darby Affeldt||Olympia, WA||Aug 2008 - Feb 2015||6|
|Securian Financial Services, Inc.||St Paul, MN||Nov 2014 - Dec 2014||< 1|
|North Star Consultants, Inc.||Phoenix, AZ||Apr 2014 - Nov 2014||< 1|
|Liberty Wealth Strategies, LLC||Bothel, WA||Dec 2012 - Apr 2014||1|
|Minnesota Life Insurance Company||St Paul, MN||Dec 2012 - Feb 2013||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Dec 2012 - Feb 2013||< 1|
|Securian Financial Services, Inc.||St Paul, MN||Nov 2012 - Dec 2012||< 1|
|Generational Wealth Partners, LLC||Kirkland, WA||Jan 2011 - Dec 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management22,211MILLIONS
Total Number of Accounts66,500ACCOUNTS
Average Account Value$334,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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