Kieran
Casey
Principal Securities, Inc
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About this Advisor
Kieran Casey is a financial advisor operating in Downers Grove, Illinois with 5 years of relevant experience. Casey is an advisor for Principal Securities, Inc. Their career trajectory has included roles at Principal Life Insurance Co, Principal Securities Inc, Fidelity Brokerage Services LLC, Deutsche Asset & Wealth Management and Sl Pensions. Casey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Principal Securities, Inc is an advisory company based in Des Moines, IA. The company has offices in 350 locations and a total of 1,430 people on staff. It manages $9 billion in total assets between its 46,075 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 34 charities and foundations. Of its 46,075 client accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm 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. Fees for financial management are based on which services are offered. However, fee types charged by Principal Securities, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kieran Casey Work History
Kieran has been registered as a financial advisor for 5 years.*
Principal Life Insurance Co
Principal Securities Inc
Fidelity Brokerage Services LLC
Sl Pensions
Deutsche Asset & Wealth Management
*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 Kieran Casey 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
Des Moines, IA
Phoenix, AZ
Birmingham, AL
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Puyallup, WA
Wdm, IA
Arlington, TX
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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