Daniel
Woessner
Principal Securities, Inc
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About this Advisor
Daniel Woessner is a financial advisor based in Solon, Iowa, working with Principal Securities, Inc. Daniel has previously worked at Daniel Woessner Insurance Agency, State Farm Vp Management Corp, Principal Life Insurance Company, Principal Securities Inc, and Millcreek Financial Services. Daniel has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Daniel is part of Principal Securities, Inc, which operates out of Solon, Iowa. The firm has 437 offices and 1,436 employees. Principal Securities, Inc manages assets totaling $14.8 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. Principal Securities, Inc offers fee structures that include asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$14,827,718,110
1,436
63,730
$232,665
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Woessner Work History
Millcreek Financial Services
Principal Life Insurance Company
Principal Securities Inc
Daniel Woessner Insurance Agency
State Farm Vp Management Corp
Disclosures
Please visit the SEC profile of Daniel Woessner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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