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Kevin W

Series 66

Edmond, OK

Principal Financial Services

Kevin Wilkinson is a financial advisor with Principal Financial Services based in Edmond, OK. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining Principal, he was involved with several local churches in community roles. In addition to his advisory duties, he also works as an insurance agent, focusing on the sales and service of fixed insurance products including life, disability, long-term care, health, and group insurance. 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 military personnel 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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Robert M

Series 63, Series 65

Edmond, OK

Principal Financial Services

Robert Markle is a financial advisor with Principal Financial Services in Edmond, OK, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Principal Securities since 2016 and with Principal Life Insurance Company since 2015. Outside of his advisory role, he owns SRM Financial Services, an LLC established for managing business-related expenses and potential future transactions. 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 overseas. 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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