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Randi S

Series 65, Series 63

West Des Moines, IA

Principal Financial Services

Randi Slaughter is a financial advisor at Principal Financial Services with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Principal, she worked at Ascensus for three years and has a background that includes entrepreneurial experience running Laughter and Lace LLC, which operated the Twisted Corn Tavern. Principal Securities provides brokerage and 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Daniel A

Series 63, Series 66

West Des Moines, IA

Principal Financial Services

Daniel Allen is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Valic Financial Advisors and Agia. His work includes fixed insurance products such as life, disability, annuities, long-term care, and health coverage. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel. 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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Jill M

Series 66

West Des Moines, IA

Principal Financial Services

Jill Morehead is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, she was involved with Conlin Properties, Inc. and owns Critter Sitter, LLC, a pet sitting business. 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’s advisory services include 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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Benjamin H

Series 63

West Des Moines, IA

Principal Financial Services

Benjamin Haupts is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 63 designation and 37 years of industry experience. He has been with Principal-affiliated firms since 1988, including Princor Financial Services Corporation and Principal Life Insurance. Outside of his advisory role, he and his wife own farmland in Iowa. 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 overseas. 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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Wesley U

Series 66

West Des Moines, IA

Principal Financial Services

Wesley Upah is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc, Principal Life Insurance Company, Cambridge Investment Research, Inc., and State Bank of Toledo. Outside of his advisory role, he is a licensed real estate agent and owns a lawn care business. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Sarah F

Series 66

West Des Moines, IA

Principal Financial Services

Sarah Frieberg is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and nine years of industry experience. She has held advisory roles at multiple firms, including Madden Wealth Management, Smith Frieberg Financial, and Frieberg Financial, where she currently serves as CEO and owner. She also consults for a financial services company owned by her spouse, focusing on educational content development and planning tools. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, 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 accounts.

Retired Founder/Business Owner
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Seth C

Series 66

West Des Moines, IA

Principal Financial Services

Seth Coleman is a financial advisor at Principal Financial Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Principal Securities, Principal Life Insurance Company, Verizon Wireless, Mediacom, Perry Airport, and BTWI. Outside of advising, he has performed consulting work related to security camera system installations and provided administrative support to senior financial advisors. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Retired Founder/Business Owner
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Ann H

Series 63, Series 65, Series 66

West Des Moines, IA

Principal Financial Services

Ann Hudson is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63, 65, and 66 licenses and possessing 31 years of industry experience. She has held roles at Principal Securities Inc. and PRINCIPAL Life Insurance Company, and she has been a fitness instructor and trainer at the YMCA of Greater Des Moines for over 30 years. Hudson serves on the board of the Iowa Chapter of NAIFA and is a managing director for the Jesse J. Sanctuary Foundation, a charitable 501(c)(3) organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed accounts.

Retired Founder/Business Owner
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Hanna M

Series 66

West Des Moines, IA

Principal Financial Services

Hanna Mc Coy is a Series 66-licensed financial advisor with Principal Financial Services, based in West Des Moines, IA. She has one year of industry experience and previously worked at Wind Point Partners and Deloitte Tax, LLP. Principal Securities provides brokerage and registered investment advisory services to a broad 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 investment adviser and promoter arrangements.

Retired Founder/Business Owner
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Laura H

Series 66

West Des Moines, IA

Principal Financial Services

Laura Hertges is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Principal Securities Inc. Outside of advising, she holds a notary commission. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Mason Y

Series 66

West Des Moines, IA

Principal Financial Services

Mason Yegge is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he held roles at A-1 Pools and Des Moines Area Community College. He is also a registered representative involved in fixed insurance products, including life, disability, annuities, long-term care, health, Medicare supplements, and group benefits. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, offering 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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Matthew B

CFP®, Series 63, Series 65

West Des Moines, IA

Principal Financial Services

Matthew Banzhaf is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Principal Financial Services since 2018. His prior experience includes roles at Mass Mutual Investors Services and MetLife Securities. He also serves on the boards of Link Associates and Project 52, Inc., which are not investment related. 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 manager solutions, with investment implementation typically managed on a discretionary basis by TPMMs.

Retired Founder/Business Owner
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Jeffrey M

Series 63, Series 66

West Des Moines, IA

Principal Financial Services

Jeffrey Meislahn is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2002. Outside of his advisory role, he serves as a trustee for the Federated Church of Bondurant. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel overseas. 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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Bryan F

CFP®, Series 63, Series 65

West Des Moines, IA

Principal Financial Services

Bryan Fiala is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Principal Financial Services and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he is an insurance agent specializing in life, disability, group benefits, health, and annuities in West Des Moines, IA. 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 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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Bradley B

Series 66

West Des Moines, IA

Principal Financial Services

Bradley Brown is a financial advisor with Principal Financial Services based in West Des Moines, IA. He holds a Series 66 designation and has 19 years of industry experience. Bradley has worked with Kingston Financial Services, Principal Securities Inc., and Principal Life Insurance Company since 2009. He serves on the boards of several local organizations, including the Rotary of West Des Moines, Pheasant Forever Des Moines Chapter, Clive Lion's Club, and the Clive Community Foundation. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory arrangements.

Retired Founder/Business Owner
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Nathan L

Series 66

West Des Moines, IA

Principal Financial Services

Nathan Lane is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has worked with Heartland Wealth Advisors and Principal-affiliated firms. Outside of advising, he has bartended at the Iowa State Fair. 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, and access to third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Jacob R

Series 63, Series 65

West Des Moines, IA

Principal Financial Services

Jacob Repp is a financial advisor with Principal Financial Services in West Des Moines, IA, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co before joining Principal Securities Inc. in 2020. Outside of his advisory role, Repp hosts a podcast called "Why Wednesday," interviewing local businesses and nonprofits, and serves as a board member for a technology education organization focusing on youth summer camps. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Connor M

Series 66

West Des Moines, IA

Principal Financial Services

Connor Meislahn is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been the owner and operator of 3C Electric LLC, a firm specializing in photovoltaic system design consulting and electrical services in the Des Moines metro area. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisor and promoter arrangements.

Retired Founder/Business Owner
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Conor B

CFP®, ChFC®, Series 63

West Des Moines, IA

Principal Financial Services

Conor Boffeli is a financial advisor with Principal Financial Services in West Des Moines, IA, holding CFP® and ChFC® designations and nine years of industry experience. His career includes roles at Principal Securities, Aligned Wealth Advisors, Commonwealth Financial Network, and Northwestern Mutual, among others. Boffeli serves on several nonprofit boards, including the United Way of Central Iowa and Can Play, contributing to funding decisions and program development. 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 under multiple advisory and promoter arrangements.

Retired Founder/Business Owner
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Andrew H

Series 66

West Des Moines, IA

Principal Financial Services

Andrew Himelson is a financial advisor with Principal Financial Services in West Des Moines, IA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wealth By Choice, Union Financial, and Wells Fargo. He also engages in fixed insurance and group benefits activities outside of his advisory work. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
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