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Jennifer A

Series 66

Des Moines, IA

Principal Financial Services

Jennifer Adamson is a financial advisor at Principal Financial Services with 22 years of industry experience. She holds the Series 66 designation and has worked at Principal Securities, Inc. and Principal Life Insurance Company since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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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Kirk A

Series 66

Ankeny, IA

Principal Financial Services

Kirk Albin is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has worked in various roles at Principal entities since 2012, including Principal Funds Distributor, Principal Asset Management, and Principal Securities Inc. He also serves on the leadership team for an internal wellness program at his firm. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and corporations. 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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Patrick O

Series 63, Series 65

Des Moines, IA

Cetera Planning Partners

Patrick Owens is a financial advisor with Cetera Planning Partners in Des Moines, IA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors, DV Financial, and various Avantax entities. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Craig S

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Craig Spadafora is a financial advisor at Principal Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, Inc. and the City of Malden. Outside of his advisory role, he is a co-owner of two single-family investment property partnerships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, implementing investment decisions primarily on a discretionary basis.

Retired Founder/Business Owner
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Tanner B

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Tanner Beavers is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Company since 2013. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, 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 solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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James V

Series 66

West Des Moines, IA

Principal Financial Services

James Vanberkum is a financial professional with three years of industry experience, currently affiliated with Principal Financial Services. He holds the Series 66 designation and has worked with several firms including Oliver Financial and Northwestern Mutual. Outside of advisory work, he is involved in selling fixed and variable insurance products through Crump. Principal Financial Services 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 managers through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Jason M

Series 65

Des Moines, IA

Principal Financial Services

Jason Masteller is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and 19 years of industry experience. He has been with Princor Financial Services Corporation and Principal Life Insurance Co since 2007. Outside of his advisory work, he delivers food as a DoorDash driver. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Raymond B

Series 63

Des Moines, IA

Principal Financial Services

Raymond Bening is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Principal Life Insurance Company since 1998 and has managed his own Bening Financial Organization, Inc. since 1999. Outside of his advisory work, he serves as a volunteer board member for the Brenton Arboretum. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and military personnel. The firm emphasizes 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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Scott M

Series 66

Des Moines, IA

Principal Financial Services

Scott Mead is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services and Principal Life Insurance since 2016. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm emphasizes 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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Mark F

Series 66

Des Moines, IA

Principal Financial Services

Mark Feld is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 14 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Co. since 2015. Outside of his advisory role, Feld serves as Director of Academy for the Bondurant Soccer Club and coaches the U15 boys soccer team at Spring Creek FC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Andre R

Series 66

Des Moines, IA

Principal Financial Services

Andre Rethman is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 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 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.

Retired Founder/Business Owner
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Douglas L

Series 66

Urbandale, IA

Integrity Alliance, LLC

Douglas Lederer is a Series 66 licensed financial advisor with six years of industry experience, currently with Integrity Alliance, LLC. His prior work history includes roles at Lion Street Financial, AE Wealth Management, and Cetera Financial Specialists, among others. Outside of advising, he works part-time assisting customers at Bass Pro Shops with credit card applications. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and retirement plans with over 300 advisors managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and third-party manager referrals, delivering investment advice through discretionary accounts, model portfolios, and multiple platform partnerships.

Annuities ESG / Sustainable investing
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Dawn R

Series 66

Des Moines, IA

Principal Financial Services

Dawn Roach is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 26 years of industry experience. She has worked with Princor Financial Services Corporation and Principal Financial since 1999. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Retired Founder/Business Owner
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Candence B

Series 66

Des Moines, IA

Principal Financial Services

Candence Bidler Hurley is a financial advisor at Principal Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at Principal Securities since 2018 and Principal Life Insurance since 1994. Hurley serves as a director on the board of the Iowa Insurance and Financial Services Education Fund, an organization that awards scholarships to students studying financial services and insurance-related fields. 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.

Retired Founder/Business Owner
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Tyler S

Series 66

Des Moines, IA

Principal Financial Services

Tyler Stevens is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. He has been associated with Principal Life Insurance Company and Princor Financial Services Corporation since 2011. Outside of his advisory work, he engages in aerial photography using a personal drone. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services encompass financial planning, retirement plan consulting, and access to third-party money manager solutions offered through direct advisory and promoter arrangements.

Retired Founder/Business Owner
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Lizbeth M

Series 63, Series 66

Des Moines, IA

Principal Financial Services

Lizbeth Mccall is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and having 16 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. 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 investment implementation typically carried out on a discretionary basis by those third-party managers.

Retired Founder/Business Owner
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Matthew D

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Matthew Darling is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and 65 credentials and bringing 25 years of industry experience. He has worked with Principal Life Insurance Company since 2002 and with Principal Securities Inc. since 2016. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Linda G

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Linda Gustafson is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Principal Securities Inc. since 2016 and at Principal Life Insurance Company since 2007. 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 asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Marlene D

Series 65, Series 63

Des Moines, IA

Principal Financial Services

Marlene Dixon is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked primarily with Principal-affiliated firms since 2010. Dixon serves as a board member of Six Degrees of Separation, a nonprofit organization 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 charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Retired Founder/Business Owner
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Peter B

Series 63, Series 65

Urbandale, IA

Integrity Alliance, LLC

Peter Brock is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked at Integrity Alliance since 2018 and has been involved with Benefit Source Inc and Brock Financial Services since 2011. Outside of his advisory work, he is engaged in fixed insurance lines including life, health, long-term care, and disability insurance. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various portfolio management approaches and custodial platforms.

Annuities ESG / Sustainable investing
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