Austin, TX Office

Team
Updated today

Client AUM

$16,737,158,470

Clients

51,650

Advisors

4

Of 1,464 advisors across 576 offices

Location

Austin TX

Advisors at this office

4

Advisors at this office

user avatar

Walter M

Series 66

Austin, TX

Principal Financial Services

Walter Magana is a financial advisor at Principal Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with Princor Financial Services Corporation since 2012. His other business activities include work related to fixed life insurance, annuities, long-term care, disability insurance, health products, Medicare supplements, and group insurance. 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
user avatar

Verlaine M

CFP®, Series 66

Austin, TX

Principal Financial Services

Verlaine Macclements is a CFP® with 20 years of industry experience, currently serving at Principal Financial Services since 2017. Prior to this, Verlaine was with Intrust Fiduciary Group from 2015 to 2017. Outside of financial advising, Verlaine holds leadership roles with the Travis County Medical Society Alliance, including Treasurer Elect and Vice President of Community Service. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides access to direct advisory programs, financial planning, retirement consulting, and third-party money manager solutions through various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar

Kaitlyn C

Series 66

Austin, TX

Principal Financial Services

Kaitlyn Cuscaden is a financial advisor with Principal Financial Services, holding a Series 66 designation and over five years of experience in the financial services industry. Her prior roles include positions at Kestra Investment Services, Tata Consultancy Services, Transamerica Capital, and Charles Schwab. Outside of her advisory work, she has experience working with technology and transportation companies such as Lyft and Uber. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through either adviser or promoter arrangements.

Retired Founder/Business Owner
user avatar

Paul S

Series 66

Austin, TX

Principal Financial Services

Paul Schreiber is a financial advisor with Principal Financial Services in Austin, TX, holding a Series 66 designation and 27 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2004. Outside of his advisory role, Schreiber serves on the Board of Directors for the Rocky Creek Municipal Utility District in Travis County and holds a bank officer position with Principal Bank and Principal Trust Company. 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 managers through various adviser and promoter arrangements.

Retired Founder/Business Owner
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")