Security Financial Management Employee Directory

Security Financial Management corporate office is located in 4057 28th St NW Ste 300, Rochester, Minnesota, 55901, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Key Employees of Security Financial Management

Robert Lovagli...
President, Marketing & Business Development
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Security Financial Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Security Financial Management

Hundreds of professionals searching for Security Financial Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

DB
David Burkett
Email Direct
Sales & Management Specialist
United States , Minnesota , Rochester

Robert Lovaglio
Email Direct
President, Marketing & Business Development
United States , Minnesota , Rochester

FL
Frank Lovaglio
Email Direct
Managing Equity Partner
United States , Minnesota , Rochester

MA
Mitchell Allen
Email Direct
Wealth Advisor
United States , Minnesota , Rochester

JK
John Keeney
Email Direct
Private Wealth Management Partner
United States , Minnesota , Rochester

KB
Katherine Badertscher
Email Direct
Chief Advice and Life-Transitions Officer and Vice President
United States , Minnesota , Rochester

AL
Abigail Lovaglio
Email Direct
Wealth Management Advisor
United States , Minnesota , Rochester

SB
Suzanne Breitwieser
Email Direct
Financial Advisor
United States , Minnesota , Rochester

SW
Sylvia Williams
Email Direct
Investment Advisor & Representative
United States , Minnesota , Rochester

TM
Timbe Merkle
Email Direct
Customer Service Representative
United States , Minnesota , Rochester

AE
Allison Ezell
Email Direct
Receptionist
United States , Minnesota , Rochester

NP
Nancy Palladino
Email Direct
Senior Client Service Associate
United States , Minnesota , Rochester

CA
Charles Allen
Email Direct
Director, Operations
United States , Minnesota , Rochester

PP
Page Pittman
Email Direct
Financial Advisor
United States , Minnesota , Rochester

RM
Rita Martinez
Email Direct
Client Relations Representative
United States , Minnesota , Rochester

KE
Kelley Emery
Email Direct
Paraplanner
United States , Minnesota , Rochester

TP
Tracy Pounds
Email Direct
Advisor and Client Services Representative
United States , Minnesota , Rochester

TB
Trevor Bell
Email Direct
Wealth Advisor
United States , Minnesota , Rochester

SV
Sandra Veras
Email Direct
Client Services Representative
United States , Minnesota , Rochester

JS
Joyce Summersett
Email Direct
Manager, Operations
United States , Minnesota , Rochester

LW
Liz Wesso
Email Direct
Client Services Representative
United States , Minnesota , Rochester

FA
Frederick Allen
Email Direct
SFM Summer Intern
United States , Minnesota , Rochester

Former Employees at Security Financial Management

Explore people who held key positions, contributed to Security Financial Management's success, and advanced their careers.

Connor Pitchford

Manager, Market at CSX Intermodal

Worked as Intern

at Security Financial Management (2021-2022)

Direct

Janet Udell

Chief Financial Office... at Udell Associates

Worked as Chief Financial Officer

at Security Financial Management

Direct

Stephen Young

Financial Advisor at Pittman Financial Corp...

Worked as Financial Advisor

at Security Financial Management

Direct

Mask Content

Financial Advisor at Pittman Financial Corp...

Worked as Title

at Security Financial Management

Direct

Mask Content

Financial Advisor at Pittman Financial Corp...

Worked as Wealth Advisor

at Security Financial Management

Direct

Mask Content

Teaching For Data, Eth... at Brown University

Worked as Financial Advisory Intern

at Security Financial Management (2025-2025)

Direct

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Frequently Asked Questions Regarding Security Financial Management Employees

How many employees does Security Financial Management have?

Security Financial Management has 11-50 employees

Who are Security Financial Management key employees?

Some of Security Financial Management key employees are Robert Lovaglio

Where is Security Financial Management located?

Security Financial Management’s headquarters are located at 4057 28th St NW Ste 300, Rochester, Minnesota, 55901, United States

How do I contact Security Financial Management?

Security Financial Management Contact Info: Phone number: (507) 216-6089 Website: www.sfmadvisorgroup.com

What does Security Financial Management do?

Security Financial Management specializes in retirement planning and wealth management, catering primarily to high-net-worth individuals focused on building generational wealth. The firm offers a comprehensive range of services including investment strategies, estate planning, and insurance solutions, ensuring clients can navigate the complexities... Read More

Is Security Financial Management a public company?

Security Financial Management is private company therefore does not currently have an official ticker symbol

See more information about Security Financial Management Employees