Iowa City, IA Office

Robert Castle is a financial advisor at Principal Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Castle Financial Services and Principal Securities since 2016, as well as Principal Life Insurance Company since 2015. His other business activities include working with fixed insurance, fixed life, annuities, disability income, and long-term care products. 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 direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Castle is a financial advisor with Principal Financial Services in Iowa City, IA, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc., and has operated Castle Financial Services Inc. since 2004. Outside of finance, he serves as a volunteer board member for the Neal Smith National Wildlife Refuge. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.