Principal Securities, Inc
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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
Years of Experience
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Principal Securities, Inc Brokerage Details
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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.
Principal Life Insurance Company
Princor Financial Services Corporation
Kelly Panzanaro has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Principal Securities, Inc
West Des Moines, IA
West Des Moines, IA
Walnut Creek, CA