Michael Murphy
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
Naperville, IL 60563
Credentials
CFP®, Series 63, Series 65
Industry experience
14 years
Michael Murphy is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Principal Financial Services and has prior experience at Hanson Financial Services and Principal Life Insurance Company. Outside of his advisory role, he owns Silverpoint Financial Services LLC, an accounting and record-keeping company, and is involved in selling fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by the TPMMs.
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)
507 Fairway Dr, Ste 143
Naperville, IL 60563
Illinois · Texas
Principal Securities INC
2016 - Present (10 years)
Hanson Financial Services
2014 - Present (12 years)
PRINCIPAL LIFE INSURANCE COMPANY
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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