Kevin Martin
Advisor at Principal Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Principal Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
Series 63, Series 65
Industry experience
4 years
Kevin Martin is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 designations. He has four years of industry experience, including roles at Principal Life Insurance Company and Principal Securities, Inc. Prior to his finance career, he worked in education and commodity trading. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through varied advisory and promoter arrangements.
Based on Principal Financial Services
$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)
3333 Finley Rd Ste 500
Downers Grove, IL 60515
Illinois
Principal Life Insurance Company
2023 - Present (3 years)
Principal Securities, Inc
2023 - Present (3 years)
Indian Prairie School District 204
2021 - 2023 (2 years)
K12 Teachers Alliance
2021 - 2022 (1 year)
North Central College
2020 - 2021 (1 year)
Homemaker/Parent
2018 - 2021 (3 years)
Starbucks
2017 - 2018 (1 year)
Power Distributing Co
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
WSP Commodity Trading, LLC
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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