Geilesha
Kurfman
Principal Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Geilesha Kurfman is a financial advisor based in Des Moines, Iowa, working with Principal Securities, Inc. Geilesha has previously held positions at Family Acupuncture, Toast, Inc, Nelnet, Savory Spice Shop, Romantic Escapades, Lisa Foster's Floral Design, Echelon Florist, Hyvee, Westlake Hardware, Nature Hills Nursery, Brazen Head Pub, Old Chicago, Camp Creek Acres, Mulhall's, Chili's, Nebraska Department Of Corrections, University Of Tennessee, Metropolitan Community College, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Farm Bureau Financial Group, Fbl Marketing Services, LLC, Principal Life Insurance Company, and Principal Securities, Inc. Geilesha has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Iowa. Currently, Geilesha is part of Principal Securities, Inc, which operates out of Des Moines, Iowa. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Geilesha Kurfman Work History
Principal Life Insurance Company
Principal Securities, Inc
Farm Bureau Financial Group
Fbl Marketing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Family Acupuncture
Toast, Inc
Nelnet
Savory Spice Shop
Romantic Escapades
Lisa Foster'S Floral Design
Echelon Florist
University Of Tennessee
Hyvee
Westlake Hardware
Nature Hills Nursery
Brazen Head Pub
Old Chicago
Camp Creek Acres
Mulhall'S
Chili'S
Nebraska Department Of Corrections
Metropolitan Community College
Disclosures
Please visit the SEC profile of Geilesha Kurfman 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
Melville, NY
Atlanta, GA
Cedar Falls, IA
Camdenton, MO
San Diego, CA
Houston, TX
Elkhorn, NE
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
