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Steve Verhasselt

Advisor at Principal Financial Services

Updated today

Location

Freedom, WI 54130

Credentials

Series 66

Industry experience

2 years

About

Steve Verhasselt is a financial advisor with Principal Financial Services holding a Series 66 credential and two years of industry experience. Prior to joining Principal, he spent nearly three decades at Fox Valley Farm Management Association. He is a part owner of Farmstead Financial LLC, which provides tax and accounting services, and also involved in sales of fixed insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory 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

N3989 Washington Ave Ste 3

Freedom, WI 54130

Most active in

Texas · Wisconsin

Work history

Farmstead Financial LLC

2023 - Present (3 years)

Principal Securities Inc

2023 - Present (3 years)

Principal Life Insurance Company

2023 - Present (3 years)

Fox Valley Farm Management Assoc

1994 - 2023 (29 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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