Principal Securities, Inc
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About this Advisor
David Wilke is a certified financial planner and chartered financial consultant working out of Atlanta, Georgia, who has been in the industry for 21 years. Wilke currently works for Principal Securities, Inc. Over the course of their career, they have held roles at Mag Mutual, Principal Life Insurance Co, Princor Financial Services Corp, Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. Wilke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Principal Securities, Inc is a business operating out of Atlanta, Georgia. It has offices in 354 locations and a total of 1,687 people on staff. It administers $6 billion in assets across its 28,235 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 30 charitable organizations. Of its 28,235 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Principal Securities, Inc may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Principal Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
David Wilke Work History
David has 21 years of experience.
Capital Investment Advisory Services, LLC
Capital Investment Group, Inc
Principal Life Insurance Co
Princor Financial Services Corp
David Wilke has no disclosures.
Please visit their SEC profile for more details.