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Christopher I
Series 66
Wilmington, DE
Principal Financial Services
Christopher Ianni is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Financial Advisors of Delaware Valley, Principal Securities Inc, and Principal Life Insurance Company. Outside of his advisory work, he provides tax preparation services to a select group of clients and writes life, disability, annuities, group, individual, and long-term care insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Kelly K
CFP®, Series 63
Wilmington, DE
Principal Financial Services
Kelly Kramarck is a financial advisor with Principal Financial Services based in Wilmington, DE, holding CFP® and Series 63 designations and bringing 21 years of industry experience. He has been associated with Principal Securities INC since 2016 and has prior experience with Financial Advisors of Delaware Valley and Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. 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.
Louis H
CFP®, ChFC®, Series 63, Series 65
Wilmington, DE
Principal Financial Services
Louis Himelreich is a CFP® and ChFC® with 22 years of experience in financial services. He is currently affiliated with Principal Financial Services and Andmore Wealth Partners LLC, a firm he co-founded to provide comprehensive financial planning and investment services. His prior experience includes roles at Financial Advisors of Delaware Valley, MetLife Securities, and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as the Community Service Chair for the Rotary Club of Newark (Delaware). Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm provides a variety of advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third-party managers.
Gregg M
Series 63, Series 66
Wilmington, DE
Principal Financial Services
Gregg Millman is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has affiliations dating back to 2002 with Principal Life Insurance Company and Financial Advisors of Delaware Valley. Outside of his advisory role, Millman serves on the board of the Mary Campbell Center Foundation and is an elected Precinct Majority Inspector for Montgomery County elections. 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 with an emphasis on ongoing client reviews and a range of promoter and referral arrangements.
John G
ChFC®, Series 63, Series 66
Wilmington, DE
Principal Financial Services
John Goodwin is a financial advisor with Principal Financial Services in Wilmington, DE, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, with prior roles at Mass Mutual Investors Services, MetLife Securities Inc., and Creative Financial Group. He provides comprehensive financial planning and insurance strategies through his affiliation with Andmore Wealth Partners. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.
Richard S
Series 63, Series 65
Wilmington, DE
Principal Financial Services
Richard Suermann is a financial advisor with Principal Financial Services in Wilmington, DE, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Financial Advisors of Delaware Valley since 2008 and has been affiliated with Principal Life Insurance Company and Principal Securities Inc. since 2002. Outside of his advisory role, he prepares tax returns for family and friends at no charge. 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 through various advisory and promoter arrangements.
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