Daniel
Vosskuhler
Principal Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Vosskuhler is a financial advisor based in Phoenix, Arizona, working with Principal Securities, Inc. Daniel has previously held positions at Equitable Advisors, LLC, Northern Arizona University, Cetera Investors, The Northwestern Mutual Life Insurance, The Fastenal Company, Charles Schwab & Co, Coconino High School, The Vanguard Group, Inc, Wells Fargo Advisors Financial Network, LLC, Principal Securities Inc, and Principal Life Insurance Company. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Daniel is part of Principal Securities, Inc, which operates out of Phoenix, Arizona. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Vosskuhler Work History
Principal Securities Inc
Principal Life Insurance Company
Wells Fargo Advisors Financial Network, LLC
The Vanguard Group, Inc
Equitable Advisors, LLC
Cetera Investors
The Northwestern Mutual Life Insurance
Charles Schwab & Co
The Fastenal Company
Northern Arizona University
Coconino High School
Disclosures
Please visit the SEC profile of Daniel Vosskuhler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Ada, MI
Corpus Christi, TX
Almond, NY
Latham, NY
San Diego, CA
Houston, TX
Elkhorn, NE
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
