David
Wilke

Principal Securities, Inc

CRD#2258159
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

21 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

2000 Riveredge Pkwy Ste 1010
Atlanta, GA 30328

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

GA Average: 166
Total Number of Accounts

31,797

GA Average: 7,189
Average Account Size

$192,151

GA Average: $1,287,990

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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.

2018 - Present (1 year)

Capital Investment Advisory Services, LLC

2018 - Present (1 year)

Capital Investment Group, Inc

2005 - 2018 (13 years)

Principal Life Insurance Co

2005 - 2018 (13 years)

Princor Financial Services Corp

1997 - 2014 (17 years)

Mag Mutual

Disclosures

David Wilke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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