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 serve.
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
NASD/SIPC.
Osborne-Brumsey & Associates, Inc. is independently
owned and operated.
We provide investment 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:
| 1. |
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.
|
| 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:
|
| |
 |
Several
mutual funds or investment options available
through variable annuity contracts |
 |
Individual
securities or a combination of individual
securities and mutual funds |
 |
One
or more independent money management firms,
which then manage portfolios of individual
securities held in your account. |
|
| 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.
|
| 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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