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Robert G

Series 63, Series 65

Omaha, NE

Principal Financial Services

Robert Grow is a financial advisor with Principal Financial Services in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Bridge Financial, Cetera Advisors LLC, and Questar Asset Management. He also engages in offering life insurance and fixed annuities as part of his financial advisory activities. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Tami M

Series 63

Omaha, NE

Principal Financial Services

Tami Mendell is a financial advisor with Principal Financial Services in Omaha, NE, holding a Series 63 designation and having 30 years of industry experience. Her career includes roles at Principal Securities, Bridge Financial, Cetera Advisors, Questar Asset Management, and Spectrum Capital. Outside of finance, she works in the kitchen staff for a pasta sauce company and serves as Secretary for the Connect Omaha Networking Group. 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 U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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