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Corey G
ChFC®, Series 63, Series 65
Freedom, WI
Principal Financial Services
Corey Grimes is a financial advisor with Principal Financial Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including roles at Van de Hey Financial Services Inc and Principal Life Insurance Company. Outside of his advisory work, he is a member of a hunting club LLC managing 400 acres for deer and turkey hunting. 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 financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis by those managers.
Jared G
Series 66
Freedom, WI
Principal Financial Services
Jared Gonnering is a financial advisor at Principal Financial Services with two years of industry experience. He holds a Series 66 designation and has prior experience including a decade with Fox Valley Farm Management Association. He is a co-owner of Farmstead Financial LLC, where he provides tax preparation, accounting services, and financial consulting. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Steve V
Series 66
Freedom, WI
Principal Financial Services
Steve Verhasselt is a financial advisor with Principal Financial Services holding a Series 66 designation and three years of industry experience. He has previously worked with Fox Valley Farm Management Association for 29 years. Outside of advisory work, he is a part owner of a tax and accounting services firm, Farmstead Financial LLC, where he provides services as an Enrolled Agent. 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’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.
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