| Advisor Profile |
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Business Description |
The Principal Financial Group® (The Principal®) is a leading global financial company offering businesses, individuals, and institutional clients a wide range of financial products and services.
Our range of products and services includes retirement solutions, life and health insurance, wellness programs, and investment and banking products through our diverse family of financial services companies and national network of financial professionals.
As the nation's 401(k) leader* and total retirement solutions innovator, The Principal® offers a wide range of workplace retirement plans and programs including 401(k), 403(b), defined benefit plans, Employer Stock Ownership Plans (ESOP), nonqualified deferred compensation plans, group annuities, individual 401(k)s, SIMPLE & SEP IRAs for non-profit, government, union and for-profit organizations of all sizes.
The Principal offers investment opportunities for individuals as well, including mutual funds, annuities, rollover IRAs, traditional and Roth IRAs, as well as retirement planning and investment tools and education for savers in all life stages. |
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General Information |
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| Years of Experience in Financial Services: |
6
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Education |
| Academic Background |
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1992 - University of North Texas - BBA Finance
1996 - University of Texas Dallas - MBA Finance |
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Services |
| Investment Types: |
Stocks Mutual Funds, International Investments, Bond Mutual Funds, Options, Real Estate, Alternative Investments, Bonds, Stocks, Annuities
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Masters of Business Administration, CFP Candidate, National Association of Insurance & Financial Advisors, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Series 63, Series 65
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Firm Information |
| Number of Advisors in Office: |
Over 1000 employees
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| Assets Managed by Firm: |
Yes
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| Prepared By: |
Brian Jones |
Frequently Asked Questions |
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