Kalamazoo, MI Office

Andrew Martin is a financial advisor with Principal Financial Services in Kalamazoo, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal in 2023, he worked at West Hills Athletic Club as a tennis coach for nine years. He is involved with the Community Healing Center, where he has participated in fundraising and run a tennis clinic for the organization's after-school program. 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.

Marc Clauser is a financial advisor with Principal Financial Services in Kalamazoo, MI, holding Series 63 and Series 65 licenses and totaling 10 years of industry experience. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also active as an insurance agent specializing in life, annuities, long-term care, and disability 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, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Joseph Pearcy is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2018, following prior roles at MWA Financial Services Inc. and Modern Woodmen of America. Outside his advisory work, he is an agent selling fixed life and annuities insurance products and owns an LLC established to hold office space. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Bert Verduzco is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Seizert Capital Partners, and positions in educational institutions such as Hillsdale College and Hackett Catholic Prep. He is also involved in the sale of fixed insurance products including fixed annuities and life 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 financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.