Kelly
Panzanaro

Principal Securities, Inc

CRD#2176949
Investment Advisor
in Des Moines, IA
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About this Advisor

Kelly Panzanaro is a chartered financial consultant working in Des Moines, Iowa, with 12 years of financial industry experience. Panzanaro is currently employed by Principal Securities, Inc. Over the course of their career, they have held roles at Principal Life Insurance Company and Princor Financial Services Corporation. Panzanaro holds a Series 63 license, designating them as a securities representative, and is approved to work in Iowa. Principal Securities, Inc is a financial advisory business based out of Des Moines, Iowa. It has offices in 354 locations and a total of 1,687 employees. It controls $6 billion in assets under management among its 28,235 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 30 charitable organizations. Of its 28,235 accounts, just 2% belong to high-net-worth clients who have more than $1 million in investable assets. Principal Securities, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Principal Securities, Inc most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

No

Office Location

711 High St
Des Moines, IA 50392

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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

Kelly Panzanaro Work History

Kelly has 12 years of experience.

2006 - Present (13 years)

Principal Life Insurance Company

2006 - Present (13 years)

Princor Financial Services Corporation

Disclosures

Kelly Panzanaro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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