Kathleen
Wayland
Principal Securities, Inc
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About this Advisor
Kathleen Wayland is a financial advisor working out of La Salle, Illinois, who has been in the advisory business for 22 years. Wayland is on the advisory team at Principal Securities, Inc. Throughout their career, Wayland has worked at Principal Life Insurance Company, Princor Financial Services Corporation, Wayland Financial Group and Principal Securities Inc. Wayland holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in Illinois and Texas. Principal Securities, Inc is an advisory firm that has its headquarters in La Salle, Illinois. The firm has offices in 350 locations and a total of 1,455 employees. It oversees $11 billion in assets under management among its 44,544 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 36 charities and foundations. Of its 44,544 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets. Principal Securities, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on the services provided. Fees charged by Principal Securities, Inc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Principal Securities, Inc Brokerage Details
$11,438,676,101
1,455
44,544
$256,795
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kathleen Wayland Work History
Kathleen has 22 years of experience.
Principal Securities Inc
Wayland Financial Group
Principal Life Insurance Company
Princor Financial Services Corporation
Disclosures
Kathleen Wayland has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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