Charles City, IA Office

Team
Updated today

Client AUM

$16,737,158,470

Clients

51,650

Advisors

3

Of 1,464 advisors across 577 offices

Location

120 N Main St

Charles City IA 50616

Advisors at this office

3

Advisors at this office

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Eric M

Series 66

Charles City, IA

Principal Financial Services

Eric Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and three years of industry experience. He has worked at Feller and Associates, Principal Securities Inc, Principal Life Insurance Company, and First Security Bank & Trust. Outside of his advisory role, he serves as president and treasurer of Mellex Partners, Inc., an S-corp used for tax filing purposes. 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 through various adviser and promoter arrangements.

Retired Founder/Business Owner
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Erich F

CFP®, Series 65, Series 63

Charles City, IA

Principal Financial Services

Erich Feller is a CFP®-certified financial advisor with 14 years of industry experience. He is currently a partner at Feller and Associates and has worked with Principal Financial Services since 2012. His professional activities include the sale of fixed life insurance, fixed annuities, disability insurance, and long-term care insurance through various carriers. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Retired Founder/Business Owner
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William F

CFP®, Series 63, Series 65

Charles City, IA

Principal Financial Services

William Feller is a CFP® professional with 22 years of experience in the financial services industry. He is affiliated with Principal Financial Services and has worked with Principal Securities Inc. since 2016. Feller also has experience running Feller & Associates and has been associated with Principal Life Insurance Co. since 2005. He serves on the board of Divine Grace Radio, the North Iowa Area Community College Foundation, and the Charles City Rotary Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both advisory and promoter arrangements.

Retired Founder/Business Owner
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