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Chad S
Series 65
Des Moines, IA
Principal Financial Services
Chad Smith is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 65 credential and 25 years of industry experience. He has been with Principal Securities Inc since 2000 and Principal Life Insurance Company since 1999. Outside of his advisory role, he has worked in customer service positions, including at a mall and a local YMCA. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 under various advisory and promoter arrangements.
Rebecca H
Series 63, Series 65
Des Moines, IA
Principal Financial Services
Rebecca Hueser is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked with Principal Life Insurance Company since 2004. Outside of her advisory work, she is involved with Iowa Family Services, providing respite care for an individual with bipolar disorder. Principal Securities offers 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 emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.
William R
Series 63, Series 65
Des Moines, IA
Principal Financial Services
William Reichardt Jr. is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been associated with Bening Financial Organization Inc, Princor Financial Services, and Principal Life Insurance Co since 2002. Outside of his advisory role, he is a passive investor in Stacker MPF, LLC, a holding company for Missouri Pipe Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts.
Michael W
Series 66
Des Moines, IA
Principal Financial Services
Michael Weber is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at VOYA Financial Advisors and multiple Cetera entities. 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 asset allocation and separately managed account solutions.
Allison S
Series 66
Des Moines, IA
Principal Financial Services
Allison Stanley is a financial advisor with Principal Financial Services in Des Moines, IA, holding a Series 66 designation and seven years of industry experience. She has worked at multiple Principal entities since 2018 and previously held positions at Clemens Agency Co and other businesses including Bianchi Boys Pizza & Pasta. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Jared D
Series 66
Des Moines, IA
VOYA Financial Advisors, Inc.
Jared Deboer is a financial advisor with VOYA Financial Advisors, Inc. in Des Moines, IA, holding a Series 66 designation and 19 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Waddell & Reed and Principal Financial Services. Jared also operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial planning and portfolio management services, employing a combination of in-house and external strategists with technology-enabled tools to implement client investment strategies.
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.
Paul R
ChFC®, Series 63
Ankeny, IA
Hornor, Townsend & Kent, LLC
Paul Roa is a financial advisor at Hornor, Townsend & Kent, LLC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2025, he held multiple roles at Northwestern Mutual and its affiliated entities from 1976 to 2025. Outside of advisory work, he is also involved in insurance brokerage, including sales and service of Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, supporting a range of account structures and third-party asset manager relationships.
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.
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