Kimberly Roethel is a financial advisor with Principal Financial Services in Oostburg, WI, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Principal Securities Inc and Principal Life Insurance Company since 2022 and previously operated Roethel Financial. Outside of her advisory role, she is involved in travel planning as a travel agent and is active in the distribution of Herbalife Nutrition products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Randall Roethel is a financial advisor with Principal Financial Services and holds the ChFC® and Series 63 designations. He has 42 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the 1980s, and has operated Roethel Financial since 2016. He serves as a board member of the Oostburg Chamber of Commerce and the Lakeshore Technical College Foundation and is also an individual tax preparer. 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 with various promoter and referral arrangements.