Kyle
Skinner

Principal Securities, Inc

CRD#6494760
Investment Advisor
in West Des Moines, IA

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About this Advisor

Kyle Skinner is a financial advisor whose office is in West Des Moines, Iowa. Currently a registered investment advisor at Principal Securities, Inc, they have gathered 10 years of professional experience as a financial advisor. Skinner holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Skinner is able to operate based out of Iowa. Throughout their career, they have worked at John Deere Financial, Principal Life Insurance Company, Princor Financial Services Corporation, Trailways Iowa City, Servpro, Iowa Lead Safety, Aspen Athletic Club and University Of Iowa. Principal Securities, Inc is headquartered in West Des Moines, Iowa, and operates out of 354 locations across the United States. As an advisory firm, Principal Securities, Inc manages $6 billion in assets dispersed across 28,235 client accounts and retains more than 1,687 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 12,357 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Principal Securities, Inc can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

6701 Westown Pkwy Ste 200
West Des Moines, IA 50266

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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

Kyle Skinner Work History

Kyle has 10 years of experience.

2015 - Present (4 years)

Principal Life Insurance Company

2015 - Present (4 years)

Princor Financial Services Corporation

2014 - 2014 (< 1 year)

John Deere Financial

2013 - 2014 (1 year)

Servpro

2012 - 2015 (3 years)

Trailways Iowa City

2012 - 2013 (1 year)

Iowa Lead Safety

2011 - 2015 (4 years)

University Of Iowa

2008 - 2012 (4 years)

Aspen Athletic Club

Disclosures

Kyle Skinner has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Christopher Dancy
Roseville, CA
Ryan Swalwell
West Des Moines, IA
Seth Morsey
Roseville, CA
Matthew Banzhaf
West Des Moines, IA
Brian Klemczak
Lansing, MI
Ryan Heidrich
Walnut Creek, CA
Joshua Lieder
Onalaska, WI
Signe Nelson-Combs
Davenport, IA

This content was compiled from the SEC and FINRA.

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