Kendall
Kruger

Principal Securities, Inc

CRD#2918174
Investment Advisor
in Ankeny, IA

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About this Advisor

Kendall Kruger is a financial advisor based in Ankeny, Iowa, working with Principal Securities, Inc. Kendall has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, and Principal Securities Inc. Kendall has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Texas. Currently, Kendall is part of Principal Securities, Inc, which operates out of Ankeny, 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 65

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

Ankeny, IA

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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

Kendall Kruger Work History

2016 - Present (8 years)

Principal Securities Inc

1998 - Present (26 years)

Principal Life Insurance Company

1997 - 2016 (19 years)

Princor Financial Services Corporation

Disclosures

Please visit the SEC profile of Kendall Kruger 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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