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Jennifer T
Series 63, Series 65
Neenah, WI
Principal Financial Services
Jennifer Torgrude is a financial advisor with Principal Financial Services in Neenah, WI, holding Series 63 and Series 65 credentials and eight years of industry experience. Her previous roles include positions at MassMutual and Thrivent Financial. She serves as Advisory Board President for the Down Syndrome Association of Wisconsin – Fox Cities and provides specialized financial planning for families with loved ones who have disabilities through Synergy Advisory Group. 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 provides direct advisory programs, financial planning, retirement consulting, and access to third‑party money manager solutions, with investment implementation typically carried out on a discretionary basis by third‑party managers.
Brian L
Series 63, Series 65
Neenah, WI
Principal Financial Services
Brian Long is a financial advisor with Principal Financial Services based in Neenah, Wisconsin. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His career includes roles at Union Financial, Inc., Synergy Advisory Group, Principal Securities INC, and Principal Life Insurance Company. Additionally, he is involved in the sale of fixed insurance products such as life, annuities, and disability insurance on a part-time basis. 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 managers, implementing investment strategies primarily on a discretionary basis.
Kenneth G
Series 66
Neenah, WI
Principal Financial Services
Kenneth Gellerstedt is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Edward Jones and Classical Restaurants Ltd. He serves as a general board member for Neenah Lutheran School, where he participates in strategic planning and oversight. 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 provides direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
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