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Kelly L
Series 66
Thompson, IA
Principal Financial Services
Kelly Larson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has been with Principal Securities Inc. since 2016 and has also worked with Principal Life Insurance Company since 1996. Outside of his advisory role, Larson is involved in agricultural business operations and serves as an elected official on the County Agricultural Extension Council, as well as a board member of the North Iowa Area Community College Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
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