Kevin
Christensen

Principal Securities, Inc

CRD#4841377
Investment Advisor
in Denver, CO

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About this Advisor

Kevin Christensen is a chartered financial consultant who works in Denver, Colorado with 4 years of relevant experience. Christensen is on the advisory team at Principal Securities, Inc. Throughout their career, they have worked at Axa Advisors, LLC, The Standard Insurance Company, University Of Utah Young Alumni Board, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Principal Securities Inc and Principal Life Insurance Company. Christensen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado, New York and Texas. Principal Securities, Inc is a business operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 people on staff. It administers $9 billion in total assets among its 46,075 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 34 charities and foundations. Of its 46,075 accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on the type of financial services offered. Fees charged by Principal Securities, Inc can consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4600 S Syracuse St Ste 1000
Denver, CO 80237

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

CO Average: $9,259,360,772
Total Number of Employees

1,430

CO Average: 166
Total Number of Accounts

46,075

CO Average: 7,189
Average Account Size

$204,381

CO Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Christensen Work History

Kevin has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Principal Securities Inc

2019 - Present (5 years)

Principal Life Insurance Company

2013 - 2019 (6 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2019 (6 years)

Waddell & Reed, Inc

2011 - 2014 (3 years)

University Of Utah Young Alumni Board

2008 - 2019 (11 years)

The Standard Insurance Company

2004 - 2013 (9 years)

Axa Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kevin Christensen 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

Katherine Delmont
Des Moines, IA
David Bellia
Raleigh, NC
Michael Adelman
Des Moines, IA
Craig Forster
Arlington, TX
James Henry
Wdm, IA
Conrad Beeler
Lansing, MI
Alison White
Birmingham, AL
Jairus Halladay
Milwaukee, WI

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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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.

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