Holmen, WI Office

Tyler Loeffelholz is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at River Bank and Union Bank of Sparta. His professional background also includes fixed insurance product sales involving fixed annuities, long-term care, disability, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jess Humpal is a financial advisor with Principal Financial Services and holds the Series 63 and Series 65 licenses. She has 13 years of industry experience, including roles at United Financial Advisors, LLC, Humpal Financial Inc, Union Financial Inc, and Principal Life Insurance Company. Outside of investment advisory, she is involved in sales and service of group benefits and various insurance products through multiple carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel worldwide. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.