Jonathan
Pipho

Principal Securities, Inc

CRD#2926508
Investment Advisor
in Decorah, IA

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About this Advisor

Jonathan Pipho is a financial advisor based in Decorah, Iowa, working with Principal Securities, Inc. Jonathan has previously held positions at Royal Alliance Associates, Inc, Principal Life Insurance Company, Principal Securities Inc, Oneota Financial, Signator Investors, Inc, and Transamerica Financial Advisors, Inc. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Jonathan is part of Principal Securities, Inc, which operates out of Decorah, 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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

517 W Water St
Decorah, IA 52101

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

IA Average: 166
Total Number of Accounts

54,844

IA Average: 7,189
Average Account Size

$220,730

IA Average: $1,287,990

Investment Advisory Services

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

Jonathan Pipho Work History

2020 - Present (4 years)

Principal Life Insurance Company

2020 - Present (4 years)

Principal Securities Inc

2020 - Present (4 years)

Oneota Financial

2018 - 2020 (2 years)

Royal Alliance Associates, Inc

2016 - 2018 (2 years)

Signator Investors, Inc

2012 - 2016 (4 years)

Transamerica Financial Advisors, Inc

2011 - 2020 (9 years)

Oneota Financial

Disclosures

Please visit the SEC profile of Jonathan Pipho 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

Michael Harken
Camdenton, MO
Roger Goren
Melville, NY
Reid Johnson
Cedar Falls, IA
Benjamin Hardy
Almond, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
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.

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