Mason City, IA Office

Charles Frein is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with Principal Securities Inc. since 2016. He also has over two decades of experience with Principal Life Insurance Co. 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 residing 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.

Mark Lehmann is a Series 66-credentialed financial advisor with Principal Financial Services, based in Mason City, IA. He has 25 years of industry experience, including roles at Principal Securities Inc. since 2016 and Principal Life Insurance Co. since 1993. Outside of his advisory work, he serves as Treasurer for Trinity Lutheran Church in Mason City, managing the church’s budget and financial reporting. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and referral arrangements.

Kristin Andrews is a financial advisor with Principal Financial Services, holding a Series 66 designation and with 28 years of industry experience. She has worked at Principal Securities since 2016 and at Principal Life Insurance Company since 1993. Andrews also serves as a bank/trust officer at Principal Bank/Principal Trust Company, supporting retirement account relationships across multiple business lines. 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.

Laura Norcross is a financial advisor with Principal Financial Services in Mason City, IA, holding a Series 66 designation and 25 years of industry experience. She has been with Principal Life Insurance Company and Principal Securities Inc. since 2016. Outside of her advisory role, she is a co-owner and partner in farm land LLCs and assists with the management and maintenance of a condominium property. 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 military personnel. The firm’s advisory approach includes financial planning, retirement plan consulting, and access to third-party money manager programs under advisory and promoter arrangements.