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| Investments
& Fee-Based Financial Planning |
Securian
Financial Services, Inc. (Securian) is a registered
investment advisor and securities broker-dealer offering
a range of financial services and investment instruments,
including investment advice, securities and insurance
products, to the individuals, businesses and other organizations
that we service.
Jade Osborne and Bobbi Brumsey are Investment Advisor
Representatives affiliated with Securian Financial Services,
Inc.
Securities and investment services are offered
through Securian Financial Services, Inc., member of
FINRA/SIPC.
Osborne-Brumsey & Associates, Inc., is independently
owned and operated.
We provide inivestment advisory services to individuals,
businesses, trusts and estates, charitable organizations
and pension and profit sharing plans. Our advisory clients
may also be our brokerage services customers.
Depending upon your needs and the advisory service you
select, we typically emphasize the development of an
overall investment plan that is carefully tailored to
your needs and objectives. Our emphasis is on providing
the investment advice that fits you, the investor.
We offer the following categories of investment advisory
services:
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Financial
and business Planning Services - We
prepare recommended financial programs for individuals
that encompass investments, insurance coverages
and retirement benefits. These financial programs
are based upon an analysis of your financial
circumstances and objectives. Our business planning
services include analysis and strategies for
succession planning, qualified and nonqualified
benefits and group benefits.
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| 2. |
Investment
Management Services - We provide asset
allocation services directly to you, using investment
strategies to allocate your assets through some
or all of these options:
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Several
mutual funds or investment options available
thorugh variable annunity contracts |
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Individual
securities or combination of individual
securities and mutual funds |
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One
or more independent money managment firms,
which then manage portfolios of individual
securities held in your account. |
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| 3. |
Referral
Advisor Services - We assist you in
selecting and participating in a wrap fee, mutual
fund asset allocation or other investment advisory
services program sponsored by another investment
management firm.
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| 4. |
Seminar
Services - We conduct educational seminars
on various investment-related topics. The content
of our educational seminars is informational
and not intended as a specific investment advice
purporting to meet the investment objectives
or needs of specific individuals. |
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