Bettendorf, IA Competition Dr Office

Scott Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 63 license and over 32 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities since 2016. He is also a partner in Baxter Investment Group, a firm he formed with his son in 2023. 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 asset allocation and separately managed account solutions.

James Scott is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 66 designation and 21 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2014 and began his role at Baxter Investment Group in 2026. Scott is also a partner in Baxter Investment Group, LLC, a business partnership with two other individuals. 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.

Jason Folsom is a financial advisor with Principal Financial Services in Bettendorf, IA, holding the CFP® and ChFC® designations and over 25 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2010. Outside of financial advising, he owns and operates several business ventures including a car wash and an RV rental business. 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.

Brandon Van Winkle is a financial advisor with Principal Financial Services holding a Series 66 designation and three years of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Oregon State University, BackPorch Coffee, U.S. Bank, and Starbucks. He is also involved in the sales and service of fixed insurance products such as life, annuities, disability income, long-term care, health, 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.

Robert Belman is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 38 years of industry experience. He has been with Principal Securities Inc. since 2016 and previously worked at Principal Life Insurance Co. since 2005. His work includes fixed insurance, annuities, life, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charities, 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.

Brea Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Principal, Baxter held roles at several companies including Townsquare Interactive and Orion Lending. 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.

Brett Baxter is a financial advisor at Principal Financial Services with Series 63 and Series 66 credentials and one year of industry experience. He previously held roles at Principal Life Insurance Company and has experience working at Apple Inc. Baxter co-owns Baxter Investment Group LLC with his father. 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. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Robinson II is a financial advisor at Principal Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2022. Prior to his financial services career, he was employed at Green Chevrolet and Camping World. In addition to advisory work, he is involved in the sales and service of outside fixed insurance products. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

David Waugh is a financial advisor at Principal Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013. Waugh serves on the board of the Quad Cities Amateur Tour, a nonprofit organization that raises funds for local charities. 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 programs under various advisory and promoter arrangements.

Terry Vanwinkle is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 2009. In addition to his advisory role, he is involved in the sale and service of group health 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 financial planning and retirement consulting, with access to third-party money manager solutions under various advisory and promoter arrangements.

Paul Briles is a financial advisor with Principal Financial Services based in Bettendorf, Iowa. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Principal Life Insurance Company and Principal Securities Inc. Outside of his advisory work, he is a partner in Baxter Investment Group LLC. 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 consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brady Baxter is a financial advisor with Principal Financial Services in Bettendorf, IA, holding a Series 66 designation and five years of industry experience. He formed Baxter Investment Group with his father and volunteers as a greenskeeper at a local golf course. His prior experience includes roles at Principal Life Insurance Company, Principal Securities Inc., and the University of Iowa. Principal Securities provides brokerage and advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Glenn Hanzelin is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Principal Securities Inc. since 2008. Outside of his advisory role, he is involved in managing fixed insurance products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Michael Hillbloom is a financial advisor with Principal Financial Services in Bettendorf, IA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in selling and servicing various types of insurance, including fixed life insurance and long-term care insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, 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.