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Brent W
Series 63, Series 65
Mason City, IA
Principal Financial Services
Brent Willis is a financial advisor with Principal Financial Services in Mason City, IA, holding Series 63 and Series 65 credentials and having 12 years of industry experience. He has worked with Principal Securities Inc. since 2016 and previously spent a year at Feller & Associates. Outside of his advisory role, Willis co-manages an LLC with his spouse that invests in and manages commercial real estate properties. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charities, 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.
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