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Jeremy T
Series 66
Des Moines, IA
Principal Financial Services
Jeremy Trudeau is a financial advisor at Principal Financial Services with 22 years of industry experience. He has worked with Principal Securities Inc. since 2016 and with Principal Life Insurance Co. since 2005. Outside of his advisory role, he coaches for Waukee JAM Basketball, a nonprofit basketball organization in Waukee, Iowa. 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 plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.
David J
CFP®, ChFC®, Series 63
Ankeny, IA
Eagle Strategies (NY Life)
David Johnson is a CFP® and ChFC® with over 43 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has worked with New York Life and its related entities since 1982. Johnson also operates under the DBA Innovative Financial Solutions, brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.
Kristine T
Series 66
Des Moines, IA
Principal Financial Services
Kristine Tetmeyer is a Series 66 registered advisor with Principal Financial Services in Des Moines, Iowa. She has 27 years of industry experience and has been with Principal Financial Services and Principal Life Insurance Company since 1993. 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 stationed outside the United States. 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.
Eric R
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Eric Russell is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Co. since 2005. 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 U.S. military personnel outside the United States. 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.
Skyler R
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Skyler Roorda is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2016. Roorda serves as a board member of Beacon of Life. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various adviser and promoter arrangements.
Chad O
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Chad Oppedal is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Princor Financial Services since 2001 and Principal Financial Group since 1999. Outside of his advisory work, he serves as a road manager and treasurer for nonprofit organizations, including the Carlisle Soccer Club and the Insurance Advertising Compliance Association. 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, and retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.
Sophia S
Series 63, Series 65
Ankeny, IA
Eagle Strategies (NY Life)
Sophia Sledge is a financial advisor with Eagle Strategies (NY Life) in Ankeny, IA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Eagle Strategies since 2024 and previously worked with New York Life Insurance Co and Nylife Securities LLC since 2015. Outside of her advisory role, she is employed by Old Navy LLC in a retail capacity. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through various programs and emphasizes tailored advice aligned with client objectives, managing the majority of its assets on a non-discretionary basis.
Cody L
Series 66
Des Moines, IA
Principal Financial Services
Cody Lawler is a financial advisor at Principal Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with Principal Securities and Principal Life Insurance Company since 2008. 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, retirement plan consulting, and access to third-party money manager solutions through various adviser and promoter arrangements.
Jason B
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Jason Brown is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Voya Financial Advisors from 2014 to 2017. Brown has been with Principal Securities and Principal Life Insurance since 2017. Principal Securities offers 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 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.
Tyler A
Series 66
Des Moines, IA
Principal Financial Services
Tyler Abels is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Princor Financial Services Corporation and Principal Life Insurance Company since 2014. Outside of his advisory work, he co-owns MDT, LLC, a family-owned entity involved in agricultural land use, and operates a YouTube channel that generates advertising revenue. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Mari B
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Mari Beeler is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2015. Outside of her advisory role, she serves as a board member on the finance committee of Mentor Iowa, where she helps oversee budgeting and financial reporting. 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 through various advisory and promoter arrangements.
Delbert H
Series 63, Series 66
Ankeny, IA
Empower Advisory Group
Delbert Halcomb is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower Advisory Group and Empower Financial Services in 2023, he worked at Wells Fargo from 2016 to 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.
Richard P
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Richard Prey is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. His career includes long-term roles with Principal Mutual Life Insurance Company and Principal Life Insurance Company. 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 provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Grant H
Series 66
Des Moines, IA
Principal Financial Services
Grant Hickman is a financial advisor with Principal Financial Services, holding a Series 66 designation and 17 years of industry experience. He has worked at Princor Financial Services Corporation and Principal Funds Distributor, Inc. since 2011. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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.
Swaroop M
Series 66
Des Moines, IA
Principal Financial Services
Swaroop Murki is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 15 years of industry experience, with prior roles at Cetera and First Allied Advisory Services. Murki is based in Des Moines, IA. 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 financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.
Donna D
Series 66
Des Moines, IA
Principal Financial Services
Donna Dunne is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. She has been with Principal Securities Inc. since 2018 and has a long tenure with Principal Life Insurance Co. dating back to 1989. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by those third parties.
Stephen M
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Stephen Muldrow is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously held roles at Domino's Pizza and Jimmy Johns and served at the Bloomingdale Public Library. Outside of his advisory work, Muldrow is involved in educational initiatives as a writer for Dual Credit at Home and serves as Senior Pastor of The Chapel Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and businesses. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through diverse advisory and promoter arrangements.
Joshua N
CFP®, Series 66
Des Moines, IA
Principal Financial Services
Joshua Nigg is a CFP® certificant and holds a Series 66 license, with 21 years of industry experience. He has been with Principal Financial Services and its affiliate Princor since 2007. Based in Des Moines, IA, his work focuses within the Principal Financial Services enterprise. 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 U.S. military personnel abroad. 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, with investment implementation typically carried out on a discretionary basis by external managers.
Kathryn H
Series 63, Series 66
Des Moines, IA
OSAIC Institutions, INC.
Kathryn Hooper is a financial advisor with Osaic Institutions, Inc. in Des Moines, IA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Iowa State Bank, Sorrento Pacific Financial, INVEST Financial Corporation, and Boyle Capital Management. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a notable focus on both discretionary and non-discretionary assets.
Troy K
Series 66
Des Moines, IA
Principal Financial Services
Troy King is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds the Series 66 designation and has worked with Principal Financial Services since 2016 and Principal Life Insurance since 1998. Principal Securities offers 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 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.
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