Joshua HerrmannCRD Number: 6243274
Current Firm: Securian Financial Services, Inc.
Joshua Herrmann (CRD# 6243274) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Mutual Of Omaha Investor Services, Inc.
|Renaissance Financial||Omaha, NE||Nov 2013 - Current||4|
|Securian Financial Services Inc.||St. Paul, MN||Nov 2013 - Current||4|
|Minnesota Life||St. Paul, MN||Nov 2013 - Current||4|
|Fed Ex Services||Omaha, MO||Apr 2004 - Jan 2014||9|
|Securian Financial Services Inc.||St. Paul, MN||Aug 2013 - Nov 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
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