Lake Elmo, MN Office

Casey Leanna is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at firms including Cannaday Bloom Wealth and Insurance Solutions and AnchorPoint Assurance. Her other business activities include sales and service of various insurance products such as life, annuities, disability, and group health insurance. 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 financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.

Anthony Hamburge is a financial advisor with Principal Financial Services who holds Series 63 and Series 65 licenses and has seven years of industry experience. His career includes roles at Green Guardian Wealth Management, Principal Life Insurance Company, and New York Life-related firms. He is involved in providing financial planning and insurance solutions, including life insurance, annuities, and long-term care products. 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 encompass direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, often implemented on a discretionary basis.

Nicholas Flatness is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include work at Principal Securities Inc, Principal Life Insurance Company, Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities, and Waddell & Reed. Outside of his advisory work, he serves as a board member for the Parachute Foundation and volunteers as a youth soccer coach with the Mahtomedi Soccer Association. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, employing a mix of adviser and promoter arrangements to deliver investment solutions.

Michael Conlon is a CFP® with 21 years of experience in the financial services industry. He is currently affiliated with Principal Financial Services and has prior experience at Thrivent Financial for Lutherans, where he worked for 16 years. Conlon is a partner in Scott Wealth Planning LLC, a business focused on client relationship management and administration. 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 provides direct advisory programs, retirement plan consulting, and access to third‐party money manager asset allocation and separately managed account solutions.

Matthew Dobbins is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include long tenures at Thrivent Financial for Lutherans and recent positions at Cannaday Wealth Management and Kuitu Financial. Outside of his advisory work, he coaches 3rd grade boys' basketball and works as a sales associate at a ski equipment retailer. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and businesses. The firm provides direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Randy Rheault is a financial advisor with Principal Financial Services who holds a Series 63 designation and has 24 years of industry experience. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2012 and owns CSP & Associates, which offers various insurance products including health, long-term care, disability, and property and casualty insurance. 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 abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, utilizing various advisory and promoter arrangements.

Eric Kuitu is a CFP® professional with 30 years of industry experience, currently serving at Principal Financial Services. His prior work includes roles at Cannaday Wealth Management, CETERA Advisor Networks LLC, and Advisornet Wealth Management. He is also a board member of Custom One Charities, where he assists with marketing and networking for charitable events. 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 multiple advisory and promoter arrangements.

Tucker Rohde is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cannaday Wealth Management DBA and Cannaday Bloom Wealth and Insurance Solutions. Outside of financial advising, he is involved in a small business venture related to real estate short-term rentals. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation generally managed on a discretionary basis by TPMMs.

Nicholas Halvorson is a financial advisor with Principal Financial Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2001. Outside of his advisory role, he has modeled men's clothing for J Hilburn Clothing Company on a limited basis. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jason Lynch is a financial advisor with Principal Financial Services holding a Series 66 designation. He has one year of industry experience, having worked previously at CSP & Associates, Principal Life Insurance Company, Principal Securities, Inc., and Northwestern Mutual. Prior to his advisory career, he spent two years managing a bar and grill. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. 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.

David Bender is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Atlas Wealth & Retirement. Bender is also involved in fixed insurance products, including fixed life, fixed annuity, disability income, long-term care, health, and Medicare supplemental contracts. Principal Securities provides 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 offers financial planning, retirement plan consulting, and access to third-party money manager programs delivered through various advisory and promoter arrangements.

Ryan Drake is a financial advisor with Principal Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at Principal Life Insurance Company, Principal Securities, Inc., and most recently at Beacon Financial Group. Outside of his advisory role, he is also an agent for fixed life and annuities, disability, long-term care, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Craig Drake is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds a Series 63 designation and has worked with firms including Beacon Financial Group, Fathom Financial, and Incentive Compensation Alternatives. Drake is a partner in Drake Financial, LLC, which provides operational support, business partnering, and practice succession planning. 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 provides access to third-party money manager asset allocation and managed account solutions through various advisory and promoter arrangements.

Michael Darrington is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management, as well as Union Financial. Outside of finance, he created a proprietary dice and card game called "You Or I," designed for social play with family and friends. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. 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.

Rick Peterson is a financial advisor with Principal Financial Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. His work history includes roles at Principal Securities and Principal Life Insurance Company since 2014, as well as at Atlas Wealth & Retirement and CSP & Associates beginning in 2024. In addition to advisory services, he is involved in outside insurance activities covering long-term care, disability, fixed life insurance and annuities, health, medical, and supplemental insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.