Hiawatha, IA Office

Jeremy Mc Intosh is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Legacy Wealth Management LLC and Principal Life Insurance Company. His background includes roles outside of finance, such as positions at DoorDash and the University of Iowa Tippie College of Business. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, 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 solutions through various advisory and promoter arrangements.

Nicholas Gabriel is a financial advisor with Principal Financial Services, holding the Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at Principal Securities since 2016 and Principal Life Insurance Company since 2013. Outside of his advisory role, he is involved in selling health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Clint Hinderaker is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2015. Outside of his advisory role, he serves on the boards of the Tipton Youth Basketball Association and Tipton Gold Youth Baseball, organizations that manage youth sports activities in Tipton, Iowa. 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 under various advisory and promoter arrangements.

Kenneth Kintzle is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Principal Securities INC since 2016 and with Principal Life Insurance Company since 1998. Outside of his advisory role, he is involved in selling insurance products including life, disability, long-term care, and fixed annuities. Principal Securities provides brokerage and 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 asset allocation and separately managed accounts.

Ralph Ulferts is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 65 licenses, with 38 years of industry experience. He has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 1998. Outside of his advisory role, he serves as a board member for the Variety Club of East Iowa, involved in fundraising and grant screening activities. 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 focuses on direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Emily Slater is a financial advisor with Principal Financial Services in Hiawatha, IA, holding Series 63 and Series 66 designations and one year of industry experience. Prior to joining Principal Securities, Inc. and Principal Life Insurance Company in 2025, she worked at Great America Financial Services and Mike Gary Enterprises. Outside of advisory work, she is involved in the sales and service of fixed insurance products including life, annuities, and health insurance. 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 managers through various advisory and promoter arrangements.

Michael Gary is a financial advisor at Principal Financial Services with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include work at Cornerstone Wealth Advisors and Feller & Associates. Outside of his advisory work, he is active in the Cedar Rapids estate planning community and currently serves as President of the Cedar Rapids Area Estate Planning Council; he also supports local nonprofits such as Variety Iowa. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, 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.

Tyler Auman is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Union Financial, Inc. He serves as Program Chair for the NAIFA Eastern Iowa Chapter, organizing continuing education events for members. Tyler is also establishing Cedar Wealth Advisors, LLC, offering a range of securities, investment, and insurance products. 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 solutions through both adviser and promoter arrangements.

Traeton Wheeler is a financial advisor with Principal Financial Services holding a Series 66 credential and one year of industry experience. He has also been associated with Legacy Wealth Management LLC since 2025. Prior to his advisory roles, his background includes various positions at the University of Iowa and public works departments in the City of Grimes. 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 with a focus on ongoing client reviews and investment implementation.

John Klopfenstein is a financial advisor with Principal Financial Services holding a Series 66 credential and eight years of industry experience. He has worked at multiple firms including Legacy Wealth Management, Principal Life Insurance Company, and Community 1st Credit Union. Outside of advising, he serves on the Tippie College of Business Young Alumni Board and participates as an external advisory board member at the University of Iowa focusing on AI impacts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, employing both adviser and promoter arrangements.

Michael Walsh is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Cornerstone Wealth Advisors, Feller & Associates, Castle Financial Services, and Principal Life Insurance Company. He serves as a board member of the Lake MacBride Estates Homeowners Association, where he helps oversee maintenance and covenant enforcement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers, with investment implementation typically handled on a discretionary basis.

Jennifer Streit is a financial advisor with Principal Financial Services, holding a Series 66 designation and two years of industry experience. Before joining Principal, she worked at Horace Mann for one year and spent over two decades at JMI Laboratories. She serves on the boards of the non-profit World Wide Village and the Iowa chapter of Women in Manufacturing, where she co-chairs the Sponsorship committee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Alexander Whalen is a financial advisor with Principal Financial Services in Hiawatha, IA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Principal Securities, Principal Life Insurance Company, Central State Bank, and experience in the food service industry. 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’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Faith Daehlin is a financial advisor with Principal Financial Services holding a Series 66 designation. She has one year of industry experience, including roles at Principal Securities, Inc. and Principal Life Insurance Company. Outside of her financial career, she has worked in diverse roles such as supporting NDSU softball camps and managing operations at Sunnyside Stables. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and corporations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.