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Elizabeth Rude

Advisor at Principal Financial Services

Updated today

Location

Dyersville, IA 52040

Credentials

Series 66

Industry experience

1 year

About

Elizabeth Rude is a financial advisor with Principal Financial Services in Dyersville, IA, holding a Series 66 designation and one year of industry experience. She previously worked for Community Savings Bank for 20 years before joining Principal Securities and Principal Life Insurance Company. Her activities include the sales and service of fixed insurance products such as life, annuities, disability, long-term care, health, and group insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs with an emphasis on discretionary investment management and ongoing client reviews.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

239 1 St Ave E

Dyersville, IA 52040

Most active in

Iowa

Work history

Financial Strategies

2025 - Present (1 year)

Principal Securities

2024 - Present (2 years)

Principal Life Insurance Company

2024 - Present (2 years)

Community Savings Bank

2005 - 2025 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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CFP®, CFA®

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Wealth management Passive / index investing Active portfolio management Private / alternative investments
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Series 63, Series 65

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Options & derivatives strategies Active portfolio management
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Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Options & derivatives strategies Active portfolio management
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Josh V

Series 63, Series 65

Epworth, IA

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General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brent H

ChFC®, Series 63

Dyersville, IA

Principal Financial Services

Brent Hinerichsen is a financial advisor with Principal Financial Services in Dyersville, IA, holding the ChFC® designation and Series 63 license. He has 31 years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2017, as well as prior experience at Fortified Wealth Advisors and Financial Strategies. Outside of his advisory work, he is the owner of Hinerichsen, Inc, an S-corporation used for tax filing purposes. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Jackson G

Series 66

Dyersville, IA

Principal Financial Services

Jackson Gehling is a financial advisor with Principal Financial Services in Dyersville, Iowa. He holds a Series 66 designation and has one year of industry experience. Prior to joining Principal, Gehling held roles at Collins Aerospace, CRST, Jimmy Johns, and Behnke Enterprises, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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