Cole GrandfieldCRD Number: 5458049
Current Firm: Securian Financial Services, Inc.
Cole Grandfield (CRD# 5458049) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 10 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Securian Financial Services, Inc.||St. Paul, MN||Nov 2007 - Current||10|
|Renaissance Financial||Omaha, NE||Nov 2007 - Current||10|
|Minnesota Life Insurance Company||St. Paul, MN||Nov 2007 - Current||10|
|University Of Nebraska At Omaha||Omaha, NE||Aug 2006 - Current||11|
|Fill & Food||Council Bluffs, IA||Sep 2006 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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