Scott
Steger

Principal Securities, Inc

CRD#6271241
Investment Advisor
in Fort Worth, TX

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About this Advisor

Scott Steger is a financial advisor working out of Fort Worth, Texas, with 2 years of industry experience. Steger works at Principal Securities, Inc. Their career trajectory has included roles at Principal Life Insurance Company, Princor Financial Services Corp, Psav, Principal Securities Inc and Symonds Wealth Management. Steger has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Principal Securities, Inc is a registered investment business operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 financial advisors. It handles $9 billion in assets under management between its 46,075 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 34 charities and foundations. Of its 46,075 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Principal Securities, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on the financial services provided. However, fees billed by Principal Securities, Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

6500 West Fwy Ste 555
Fort Worth, TX 76116

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

TX Average: 166
Total Number of Accounts

46,075

TX Average: 7,189
Average Account Size

$204,381

TX 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

Scott Steger Work History

Scott has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Symonds Wealth Management

2016 - Present (8 years)

Principal Securities Inc

2013 - Present (11 years)

Principal Life Insurance Company

2013 - 2016 (3 years)

Princor Financial Services Corp

2011 - 2013 (2 years)

Psav

*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 Scott Steger 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

Jamey Pesek
Fargo, ND
Michael Kidd
Austin, TX
Paige Lewis
Seattle, WA
Benjamin Eichler
Williamston, MI
James Henry
Wdm, IA
Kenneth Gellerstedt
Neenah, WI
William Daines
Tampa, FL
Justin Terrell
Bethesda, MD

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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