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Jennifer Varga

Advisor at Principal Financial Services

Updated today

Location

Opelousas, LA 70570

Credentials

Series 66

Industry experience

2 years

About

Jennifer Varga is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. She previously worked at Pruco Securities, LLC and has a background that includes roles in dental and healthcare settings. Outside of her advisory role, she is also licensed as an insurance agent, focusing on the sales and service of fixed insurance products. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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

6758 Highway 31 Suite 3

Opelousas, LA 70570

Most active in

Louisiana

Work history

Darr DeJean, DDS Family Dentistry

2026 - Present (1 year)

Principal Financial Services

2024 - Present (2 years)

Pruco Securities, LLC

2023 - 2024 (1 year)

Southwest Louisiana Primary Healthcare

2023 - 2026 (3 years)

Pacific Dental Services

2018 - 2023 (5 years)

Southbridge Dentistry

2016 - 2018 (2 years)

Top Paint

2014 - 2016 (2 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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Scott H

PFS™

Opelousas, LA

Going CPAs and Wealth Advisors

Scott Hayes is a PFS™ credentialed advisor with two years of experience at Going CPAs and Wealth Advisors in Opelousas, LA. He has worked at Going, Sebastien, Fisher and LeBouef, LLP since 2018 and is also a partner and president of an accounting firm, Scott D Hayes CPA LLC. Going CPAs and Wealth Advisors serves individuals, trusts, estates, and retirement plans, combining tax and accounting services with financial planning and discretionary portfolio management. The firm employs a long-term buy-and-hold investment approach and provides ERISA-focused retirement plan services, distinguishing itself as an accounting practice that integrates wealth management.

General tax planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Andre G

Series 65

Opelousas, LA

Arete Wealth Advisors, LLC

Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Scott P

Series 66

Opelousas, LA

Advisory Services Network

Scott Peyton is a financial advisor with Advisory Services Network holding the Series 66 designation and two years of industry experience. He previously worked at Cornerstone Advisors LLC and Actus Wealth Strategies, among other firms. Outside of his advisory role, he serves on the board of the Opelousas Museum and Interpretive Center and is involved in a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business on eBay. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Joseph G

Series 65

Opelousas, LA

Arete Wealth Advisors, LLC

Joseph Godchaux Jr. is a Series 65 credentialed financial advisor with 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jonathan L

ChFC®, Series 63, Series 65

Opelousas, LA

SPC

Jonathan Lewis is a financial advisor at SPC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Parkland Securities, LLC, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, he serves as a minister for a local church and occasionally speaks at church functions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

General retirement planning Income planning Social Security optimization Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive

Frank F

Series 63, Series 66

Opelousas, LA

Edward Jones

Frank Finchum is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of advising, he manages a commercial rental property in Opelousas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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