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Kayla Price

Advisor at Principal Financial Services

Updated today

Location

Coggon, IA

Credentials

Series 63, Series 65

Industry experience

7 years

About

Kayla Price is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior work includes roles at BerganKDV and Prudential Investment Management Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, 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.

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

Coggon, IA

Most active in

Iowa

Work history

Principal Securities

2023 - Present (3 years)

PRINCIPAL LIFE INSURANCE

2023 - Present (3 years)

BerganKDV

2021 - 2023 (2 years)

Prudential Investment Management Services, LLC

2016 - 2021 (5 years)

Prudential insurance Company of America

2016 - 2021 (5 years)

Heartland Retirement

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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Clarke V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Options & derivatives strategies Active portfolio management
user avatar

Michael V

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

Brock H

Series 66

Anamosa, IA

Edward Jones

Brock Hillers is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior experience includes two years at Cottingham and Butler and three years associated with University of Iowa Football. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kent S

Series 66

Anamosa, IA

Edward Jones

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner
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