Brent
Ancell
Principal Securities, Inc
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About this Advisor
Brent Ancell is a financial advisor based out of Des Moines, Iowa, who has 5 years of relevant experience. Ancell is currently employed by Principal Securities, Inc. During their career, the advisor has held roles at Nylife Securities LLC, New York Life Insurance Co, Military Family Home Loans LLC, Massmutual Life Insurance Co, Mml Investors Services LLC, World Outreach Church, Wells Fargo Bank Na, Wells Fargo Clearing Services LLC, Palmer Group, Principal Life Insurance Company and Principal Securities Inc. Ancell has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa and Texas. Principal Securities, Inc is a company based in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 employees. It controls $9 billion in total assets across its 46,075 accounts, making it one of the largest financial advisory firms in the country 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 clients who have more than $1 million in assets. Principal Securities, Inc 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 charged by financial advisors typically vary depending on the services provided. Fee types billed by Principal Securities, Inc most likely include some 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
Brent Ancell Work History
Brent has been registered as a financial advisor for 5 years.*
Principal Life Insurance Company
Principal Securities Inc
Wells Fargo Clearing Services LLC
Wells Fargo Bank Na
Massmutual Life Insurance Co
Mml Investors Services LLC
Palmer Group
Nylife Securities LLC
New York Life Insurance Co
Military Family Home Loans LLC
World Outreach Church
*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 Brent Ancell 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
Birmingham, AL
Seattle, WA
Lansing, MI
Williamston, MI
Milwaukee, WI
Tampa, FL
Arlington, TX
Wdm, IA
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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