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Brandon L
CFP®, Series 63, Series 65
Oconomowoc, WI
Principal Financial Services
Brandon Littleton is a CFP® professional with 15 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has held roles at Union Financial Inc, Lake Country Financial Services, Principal Securities Incorporated, Principal Life Insurance Company, and Fidelity Investments. He is a partner at Lake Country Financial Services LLC. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Nicholas W
Series 66
Oconomowoc, WI
Principal Financial Services
Nicholas Weix is a financial advisor with Principal Financial Services based in Oconomowoc, WI. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Lake Country Financial Services and Principal Life Insurance Company. He also sells fixed insurance products, including fixed annuities and life insurance. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and referral arrangements.
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