Laura
Munkel

Principal Securities, Inc

CRD#6571102
Investment Advisor
in West Des Moines, IA

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About this Advisor

Laura Munkel is an advisor whose office is in West Des Moines, Iowa. Currently an advisor at Principal Securities, Inc, they have accumulated 12 years of professional experience. Munkel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Munkel is registered to act as a financial advisor based out of Iowa. The advisor has gained experience at Principal Life Insurance Co, Decorah Middle School, Principal Life Insurance Company, Decorah High School, Principal Securities Inc, Drake University and Decorah Parks And Recreation. Principal Securities, Inc is headquartered in West Des Moines, Iowa, and has 354 locations throughout the United States. Overall, Principal Securities, Inc oversees $6 billion in assets dispersed across 28,235 client accounts and employs more than 1,687 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 12,357 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Principal Securities, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

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

Laura Munkel Work History

Laura has 12 years of experience.

2018 - Present (1 year)

Principal Life Insurance Co

2018 - Present (1 year)

Principal Securities Inc

2015 - 2018 (3 years)

Principal Life Insurance Company

2015 - 2015 (< 1 year)

Decorah Parks And Recreation

2014 - 2017 (3 years)

Drake University

2013 - 2013 (< 1 year)

Decorah Parks And Recreation

2010 - 2014 (4 years)

Decorah High School

2006 - 2010 (4 years)

Decorah Middle School

Disclosures

Laura Munkel 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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