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Chuong T

Series 66

Des Moines, IA

Principal Financial Services

Chuong Thi is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. She has worked with Principal Securities and Principal Life Insurance since 2017, with previous roles at Sammons Financial Network, Parkland Securities, and Midland National Life. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.

Retired Founder/Business Owner
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Jonathan G

Series 63

Des Moines, IA

Principal Financial Services

Jonathan Goergen is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 63 designation and has 32 years of industry experience. He has been with Princor Financial Services Corporation and Principal Mutual Life Insurance Co. since 1995. Outside of his advisory role, he serves on the board of Ankeny Christian Academy and coaches cross country, basketball, and soccer. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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James K

Series 66

Des Moines, IA

Principal Financial Services

James Kearney is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities Inc. since 2020 and has prior experience with Principal Life Insurance Company and Princor dating back to 2004. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Jason S

Series 66

Des Moines, IA

Principal Financial Services

Jason Sperry is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and having 10 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. 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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Aaron C

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Aaron Clayberg is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with Principal Securities and Principal Life Insurance Co. since 2015. Outside of finance, he operates a commercial cleaning service. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and active-duty U.S. military personnel abroad, with a focus on financial planning, retirement consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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Travis H

Series 65, Series 63

Des Moines, IA

Principal Financial Services

Travis Hilsabeck is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Principal Securities and Principal Life Insurance Co since 2016. Outside of his advisory role, he is CEO and co-owner of Alinc Enterprises LLC, a sporting goods sales business. 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 stationed abroad. 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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Jonathan H

Series 66

Des Moines, IA

Principal Financial Services

Jonathan Helak is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at U.S. Bank and the United States Air Force. He also serves as a retirement consultant through Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Securities offers brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, and business entities. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Barry T

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Barry Tewes is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Principal Securities Inc. since 2011 and also has professional affiliations with Principal Life Insurance Company and H.L. Munn Lumber. 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 U.S. military personnel abroad. 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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Mitchell S

Series 66

Des Moines, IA

Principal Financial Services

Mitchell Storr is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Princor Financial Services and Principal Life Insurance Company since 2015. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include 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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David T

Series 63, Series 65

Des Moines, IA

Principal Financial Services

David Tursi is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at various Principal entities since 2011 and holds a bank officer position at Principal Bank & Principal Trust Company, supporting retirement plan account relationships across multiple business units. 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 offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these managers.

Retired Founder/Business Owner
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Dustin M

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Dustin Mars is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Principal Securities since 2016 and Principal Life Insurance since 2011. Outside of his financial advisory role, Mars coaches middle and high school sports and serves as a high school basketball referee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. 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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Tyler K

Series 66

Des Moines, IA

Principal Financial Services

Tyler Kubik is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2013. 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 stationed outside the United States. 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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William F

Series 63, Series 66

Des Moines, IA

Principal Financial Services

William Froehlich is a financial advisor with Principal Financial Services based in Des Moines, IA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Principal Financial Group since 2002 and with Princor Financial Services Corp since 2001. Outside of his advisory work, Froehlich serves as a paid on-call firefighter for the City of Waukee. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory approach includes 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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Marcus W

Series 65, Series 63

Des Moines, IA

Principal Financial Services

Marcus Wilcke is a financial advisor with Principal Financial Services, holding Series 65 and Series 63 licenses and over 20 years of industry experience. He has worked with various Principal entities since 2004, including Principal Life Insurance and Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed 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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Radhika R

Series 66

Des Moines, IA

Principal Financial Services

Radhika Rahalkar is a financial advisor at Principal Financial Services with one year of industry experience. She holds the Series 66 designation and has prior experience with Principal Life Insurance Company and teaching positions at several colleges affiliated with Savitribai Phule Pune University. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and business entities. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment arrangements.

Retired Founder/Business Owner
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Braden D

Series 66

Des Moines, IA

Principal Financial Services

Braden Dietz is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at Principal Life Insurance Co, Principal Securities INC, and Princeville State Bank, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel outside the U.S. The firm offers various advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Lacey H

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Lacey Hilton Loewe is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked with various Principal entities since 1998 and serves as a bank and trust officer supporting retirement plan account relationships. Outside of finance, she has been involved with Rock Bottom Restaurant and Brewery since 1998. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Blake N

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Blake Niehaus is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Principal Securities since 2016 and has been with Principal Life Insurance since 1998. Blake also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third‑party money manager programs, employing both advisory and promoter arrangements to deliver tailored investment solutions.

Retired Founder/Business Owner
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Jeremy T

Series 66

Des Moines, IA

Principal Financial Services

Jeremy Trudeau is a financial advisor at Principal Financial Services with 22 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2005. Outside of his advisory role, he coaches for Waukee JAM Basketball, a nonprofit basketball organization in Waukee, Iowa. 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 plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Kristine T

Series 66

Des Moines, IA

Principal Financial Services

Kristine Tetmeyer is a Series 66 registered advisor with Principal Financial Services in Des Moines, Iowa. She has 27 years of industry experience and has been with Principal Financial Services and Principal Life Insurance Company since 1993. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed outside the United States. 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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