Sean
Grannan
Principal Securities, Inc
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About this Advisor
Sean Grannan is a financial advisor working in Indianapolis, Indiana who has 5 years of relevant experience. Grannan works at Principal Securities, Inc. Throughout their career, they have worked at Principal Life Insurance, Principal Securities, Discount Tire Co, Wabash College Career Services, Wdsra and Centennial Group. Grannan maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Indiana and Texas. Principal Securities, Inc is a company operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 advisors. It administers $9 billion in total assets across its 46,075 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 34 charities and foundations. Of its 46,075 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Principal Securities, Inc performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules vary depending on the type of financial services offered. However, fees billed by Principal Securities, Inc likely include any blend 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
Sean Grannan Work History
Sean has been registered as a financial advisor for 5 years.*
Centennial Group
Principal Life Insurance
Principal Securities
Discount Tire Co
Wdsra
Wabash College Career Services
Wabash College Career Services
*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 Sean Grannan 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
Tampa, FL
Des Moines, IA
Milwaukee, WI
Williamston, MI
Puyallup, WA
Wdm, IA
Arlington, TX
Lansing, MI
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.
