Eddie
Coleman

Principal Securities, Inc

CRD#5096893
Investment Advisor
in West Des Moines, IA
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About this Advisor

Eddie Coleman is an advisor who lives in West Des Moines, Iowa. Currently a registered investment advisor at Principal Securities, Inc, Coleman has 12 years of professional experience as a financial advisor. Coleman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Coleman can work with clients based out of Iowa. Throughout their career, they have worked at Princor Financial Services and Principal Life Insurance. Principal Securities, Inc is headquartered in West Des Moines, Iowa, and operates out of 354 other brick-and-mortar locations throughout the country. In aggregate, Principal Securities, Inc oversees $6 billion in assets across 28,235 client accounts and employs more than 1,687 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 12,357 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Principal Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

6701 Westown Pkwy Ste 200
West Des Moines, IA 50266

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

IA Average: $9,259,360,772
Total Number of Employees

1,603

IA Average: 166
Total Number of Accounts

31,797

IA Average: 7,189
Average Account Size

$192,151

IA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Eddie Coleman Work History

Eddie has 12 years of experience.

2006 - Present (13 years)

Princor Financial Services

2006 - Present (13 years)

Principal Life Insurance

Disclosures

Eddie Coleman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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