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304 advisors near
50237
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Sheri Y
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Sheri Yoder is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Principal Life Insurance Co. and Principal Securities Inc. since 2016. Outside of her advisory role, she serves as a brand ambassador for Athleta on a part-time basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.
Stephen W
Series 66
Des Moines, IA
Principal Financial Services
Stephen West is a financial advisor at Principal Financial Services in Des Moines, Iowa, with 13 years of industry experience. He holds the Series 66 designation and has worked at Principal Life Insurance Company and Princor Financial Services Corporation since 2012. Outside of his advisory role, he owns West Drone Service LLC. 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, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by these third-party managers.
Ronald W
Series 66
Des Moines, IA
Principal Financial Services
Ronald Wiedman is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with Principal Securities Inc. since 2009 and Principal Life Insurance Company since 1997. Wiedman also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple Principal entities. 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, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis.
Sai P
Series 66
Des Moines, IA
Principal Financial Services
Sai Poduri is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Cetera and First Allied Advisory Services. 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 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.
Michael J
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Michael Jones is a financial advisor with Principal Financial Services in Des Moines, IA. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. 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 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.
Steven L
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Steven Lowe is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Principal Securities Inc. for 10 years and holds a role at Principal Life Insurance Co. dating back 21 years. 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.
Tyrone P
ChFC®, Series 63, Series 65
Des Moines, IA
Principal Financial Services
Tyrone Petsche is a financial advisor with Principal Financial Services in Des Moines, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Principal Securities Inc. and Principal Life Insurance Company since 1998. 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 stationed abroad. The firm’s advisory offerings include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Scott M
Series 63, Series 66
Mitchellville, IA
Empower Advisory Group
Scott Mergen is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Empower Financial Services, Scott's Roofing, Iowa Realty, and Legacy Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and savings rates.
Wendi E
Series 63, Series 65
Des Moines, IA
VOYA Financial Advisors, Inc.
Wendi Eckelberg is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Voya since 2014. Eckelberg also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing a combination of in-house and external strategies along with technology-enabled tools to deliver customized investment solutions.
Michelle S
Series 63, Series 66
Des Moines, IA
Principal Financial Services
Michelle Stone is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc. since 2001 and has also worked with Principal Life Insurance Company since 2000. Outside of her advisory work, she serves as the president of the board for St. Vincent de Paul - Sacred Heart Council, a nonprofit charity affiliated with her church. 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 solutions under various advisory and promoter arrangements.
Andrea B
Series 65
Des Moines, IA
Principal Financial Services
Andrea Benson is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 designation and nine years of industry experience. She has been with Principal-affiliated entities since 2008, including roles at Principal Life Insurance Company and Principal Securities Inc. 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.
Nick K
Series 66
Des Moines, IA
Principal Financial Services
Nick Krueger is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and having 24 years of industry experience. He has worked at Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2001. Outside of his advisory role, Krueger serves on the boards of the Coalition for Equity in Wholesaling and the Children's Cancer Connection, a nonprofit supporting Iowa families affected by childhood cancer. 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.
Glen Z
Series 66
Des Moines, IA
Principal Financial Services
Glen Zeller is a Series 66-licensed financial advisor with Principal Financial Services in Des Moines, IA, bringing 26 years of industry experience. He has worked with Principal Securities Inc. since 2016 and concurrently maintains involvement in Perkins Restaurant and Zeller's Records. 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 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.
Sara B
Series 66
Des Moines, IA
Principal Financial Services
Sara Bodnar is a financial advisor at Principal Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked at firms including Securian Financial Services and Wealth Enhancement Advisory Services. She serves as Board Secretary for the Camp Patmos Endowment, overseeing the establishment and ongoing management of the fund. 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.
Kapil J
Series 66
Des Moines, IA
Principal Financial Services
Kapil Joshi is a financial advisor with Principal Financial Services based in Des Moines, IA. He holds a Series 66 credential and has five years of industry experience. His prior work includes roles at Principal Securities Inc, Principal Life Insurance Company, WNS Global Services, The Guardian Life Insurance Company of America, and multiple Cetera entities. 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 overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.
Luella M
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Luella Mahoney is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Principal Securities and Principal Life Insurance Co. since 2003. Outside of advisory work, she is involved in a real estate business focusing on rental properties and house flipping. 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 programs under various advisory and promoter arrangements.
Gregory V
Series 66
Des Moines, IA
Principal Financial Services
Gregory Van Arendonk is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with Principal and Principal Securities since 2006. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through several distinct advisory and promoter arrangements.
Alexandria T
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Alexandria Tursi is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having five years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance since 2015. 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 under various advisory and promoter arrangements.
Joshua C
Series 63, Series 66
Ankeny, IA
Eagle Strategies (NY Life)
Joshua Cowart is a financial advisor with Eagle Strategies (New York Life) based in Ankeny, IA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies since 2018 and has longstanding ties to New York Life and its affiliated broker-dealer and insurance companies since 2004. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple advisory programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.
Chuong T
Series 66
Des Moines, IA
Principal Financial Services
Chuong Thi is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 16 years of industry experience. She has worked with Principal Securities and Principal Life Insurance since 2017, with previous roles at Sammons Financial Network, Parkland Securities, and Midland National Life. 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 outside the United States. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various investment adviser and promoter arrangements.
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Finding advisors...
304 advisors near
50237
within the area shown on the map
Out of 400,000+ nationwide