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Ari L

ChFC®, Series 63, Series 65

Denver, CO

Principal Financial Services

Ari Litvin is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 26 years of industry experience with prior roles at Wells Fargo Clearing, RBC Capital Markets, and Raymond James & Associates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Retired Founder/Business Owner
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Melanie F

Series 63, Series 66

Denver, CO

Principal Financial Services

Melanie Francis is a financial advisor with Principal Financial Services based in Denver, CO, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Princor Financial Services since 2004 and Principal Life Insurance Company since 2003. Outside of her advisory role, Melanie serves as a bank trust officer, providing accounting services and supporting the management of Principal retirement account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Andrew A

Series 63, Series 66

Denver, CO

Principal Financial Services

Andrew Albers is a financial advisor at Principal Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Principal Bank and Principal Trust Company, Principal Securities, Inc., and Principal Life Insurance Company since 2023, following prior roles at Cambridge Investment Research Advisors, Inc. and Valenta Capital Management. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Cameron K

Series 66

Denver, CO

Principal Financial Services

Cameron Kawato is a financial advisor with Principal Financial Services holding a Series 66 designation and based in Denver, CO. He has legal experience from working at several law firms and legal organizations, including Anzen Legal Group, LLC, and the Court of Appeals of Virginia. Outside of finance, he has been involved in legal practice for over five years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Lorelei D

Series 63, Series 66

Denver, CO

Principal Financial Services

Lorelei Deruiter is a financial advisor with Principal Financial Services in Denver, CO. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Principal, she spent eight years as a real estate agent and team leader, and she continues to receive referral fees from her past real estate activities. 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 consulting, and access to third-party money managers through distinct adviser and promoter arrangements.

Retired Founder/Business Owner
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Matthew P

Series 66

Denver, CO

Principal Financial Services

Matthew Peterson is a financial advisor with Principal Financial Services in Denver, Colorado. He holds a Series 66 designation and has two years of industry experience, including roles at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory work, he coordinates sporting events for the University of Missouri alumni group in Denver. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Meghan M

Series 63, Series 66

Denver, CO

Principal Financial Services

Meghan McGuire is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation, AssetMark Brokerage, and GWFS Equities. She also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account management across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Retired Founder/Business Owner
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Jared D

CFP®, Series 63, Series 66

Denver, CO

Principal Financial Services

Jared Darrington is a CFP® professional with 27 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked with Thrivent Investment Management Inc and Thrivent Financial for over two decades. Darrington holds Series 63 and Series 66 licenses and offers fixed insurance products including life, disability, annuities, and long-term care coverage. 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 consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Carson W

Series 66

Denver, CO

Principal Financial Services

Carson Wirges is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc before joining Principal Securities and Principal Life Insurance. Outside of his advisory role, he plays guitar and occasionally performs live or teaches lessons, and he is a licensed Notary Public in Colorado. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Kevin C

ChFC®, Series 66

Denver, CO

Principal Financial Services

Kevin Christensen is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including roles at Principal Life Insurance Company, Waddell & Reed, Inc., and The Standard Insurance Company. Outside of his advisory work, he serves as Membership Committee Chair for the local NAIFA chapter and is a High Councilor for the Church of Jesus Christ of Latter-day Saints. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Steven L

Series 66

Denver, CO

Principal Financial Services

Steven Lindeman is a financial advisor with Principal Financial Services based in Denver, CO. He holds the Series 66 designation and has one year of industry experience, having previously worked sixteen years in the oil and gas sector with Ovintiv Oil & Gas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. 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.

Retired Founder/Business Owner
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Peggy T

Series 66

Denver, CO

Principal Financial Services

Peggy Timm is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Life Insurance Company since 2012. Additionally, she serves as a bank officer for Principal Bank and Principal Trust Company, supporting management of retirement account information across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and advisory services to a broad client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and third-party money manager asset allocation solutions.

Retired Founder/Business Owner
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Mark G

ChFC®, Series 63, Series 65

Denver, CO

Principal Financial Services

Mark Goodside is a financial advisor at Principal Financial Services in Denver, CO, with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Goodside has been with Principal Financial Services since 2016 and also operates Retirement Solutions of Colorado L.L.C., a business managing office expenses and payroll. He has experience brokering group health insurance and selling various insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Retired Founder/Business Owner
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Greydon T

Series 66

Denver, CO

Principal Financial Services

Greydon Turner is a financial advisor with Principal Financial Services holding a Series 66 credential and two years of industry experience. His work history includes roles at Martin-Darley Independent Brokers, Principal Securities, and Principal Life Insurance Co. Outside of his advisory work, he serves on alumni boards for Beta Upsilon and Pi Kappa Alpha, focusing on health and safety and membership engagement respectively. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, 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 various advisory and promoter arrangements.

Retired Founder/Business Owner
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Simon V

Series 66

Denver, CO

Principal Financial Services

Simon Villegas is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Robert W. Baird & Co. and Robert Half International. In addition to advisory work, he is involved as an insurance agent specializing in annuities, group benefits, and various types of insurance coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Retired Founder/Business Owner
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Michelle H

Series 63, Series 66

Denver, CO

Principal Financial Services

Michelle Hallett is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance since 2015. Hallett also serves as a bank/trust officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple financial platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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James A

Series 63, Series 66

Denver, CO

Principal Financial Services

James Allen is a financial advisor at Principal Financial Services based in Denver, CO, with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Principal Securities since 1994 and Principal Life Insurance since 1993. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Brian B

Series 66

Denver, CO

Principal Financial Services

Brian Brown is a financial advisor with Principal Financial Services in Denver, CO. He holds a Series 66 designation and has 15 years of industry experience. His prior experience includes roles at Retirement Solutions of Colorado, Medvidofskey & Brown Retirement Partners, and Principal Life Insurance Co. Brown serves as Council Commissioner for the Greater Colorado Council of the Boy Scouts of America, a volunteer leadership and board position. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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