Newell, IA Office
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Principal Financial Services
Enterprise
Firm-wide stats for Principal Financial Services
About
Principal Securities provides brokerage and registered investment advisory services to a broad client base that includes individual investors (both non‑HNW and high net worth), qualified and nonqualified retirement plans, trusts, estates, charitable organizations, corporations and other business entities, and active‑duty U.S. military personnel residing or stationed outside the United States. Its advisory offering focuses on direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager (TPMM) asset allocation and separately managed account solutions.
The firm makes TPMM programs available under two distinct arrangements: an investment adviser arrangement, where Principal may act as adviser or co‑advisor, and a promoter arrangement, where Financial Advisors refer clients to unaffiliated TPMMs and assist clients in selecting models and completing account setup and reviews. Investment implementation is generally carried out on a discretionary basis by the TPMMs; Principal evaluates TPMMs’ structure, costs and performance and provides ongoing client reviews through its Financial Advisors.
Distinctive features include a range of promoter and referral arrangements—Principal receives promoter payments from TPMMs, engages with third‑party lead‑generation firms, and provides business support to Financial Advisors tied to production targets—conflicts the firm discloses and subjects to supervisory controls. The firm’s regulatory history is also notable: it settled an SEC matter related to mutual fund share‑class selection and remedial payments, and it has disclosed that certain advisory arrangements (for example, some SEI and AssetMark investment adviser arrangements) are no longer offered to new accounts.
Based on Principal Financial Services
Location
107 S Fulton
Newell IA 50568
Advisors at this office
4
Advisors at this office
Ted R
Series 63, Series 65
Newell, IA
Principal Financial Services
Ted Ramaekers is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Principal Securities Inc and Principal Life Insurance Company since 2022, and prior experience at American Home Shield. Outside of his advisory work, he is a part-owner of KTM ROCKS LLC, a band-related LLC. 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 solutions.
Steven C
CFP®, Series 63, Series 65
Newell, IA
Principal Financial Services
Steven Culp is a financial advisor with Principal Financial Services, holding CFP®, Series 63, and Series 65 designations and bringing 41 years of industry experience. He has worked at Principal Securities Inc. since 2016 and has been involved with Olsen-Culp, Inc. and Principal Life Insurance Company since 2014. Outside of his advisory work, he serves as a board member of Bethel Baptist Church. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions, utilizing various adviser and promoter arrangements.
Cole C
Series 66
Newell, IA
Principal Financial Services
Cole Collison is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has two years of industry experience, including previous roles at F&G and Principal Life Insurance Company. His background includes work with Iowa State University and Kuemper Catholic High School. 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 accounts.
Matt R
CFP®, ChFC®, Series 63
Newell, IA
Principal Financial Services
Matt Ramaekers is a financial advisor with Principal Financial Services, holding CFP® and ChFC® designations and over 37 years of industry experience. He has been associated with Principal Life Insurance since 1998 and Princor Financial Services Corporation since 1989. Outside of his advisory work, he is the owner of MaGIC Ag Ventures, LLC and is involved in group benefit and individual medical insurance sales. 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 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.
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