William Van Buren
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
West Des Moines, IA 50266
Credentials
Series 66
Industry experience
1 year
William Van Buren is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and one year of industry experience. His prior experience includes roles at Vision Financial Group, Northwestern Mutual, and SagePoint Financial, among others. Outside of his advisory duties, he is involved in fixed insurance positions covering life, disability, annuities, long-term care, Medicare supplements, health, and group benefits. 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 financial planning, retirement consulting, and access to third-party money manager programs through both 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)
6701 Westown Pkwy, Ste 200
West Des Moines, IA 50266
Iowa
Principal Life Insurance Company
2024 - Present (2 years)
Principal Financial Services
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Vision Financial Group
2023 - 2023 (1 year)
Lawrence Country Club
2022 - 2023 (1 year)
Northwestern Mutual
2021 - 2022 (1 year)
Elmwood Country Club
2020 - 2020 (1 year)
SagePoint Financial
2019 - 2020 (1 year)
Full time Student
2013 - 2023 (10 years)
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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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