Principal Securities, Inc
About this Advisor
Matthew Banzhaf is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor with Principal Securities, Inc, Banzhaf has 10 years of professional experience. Banzhaf has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Banzhaf can work with clients based out of Iowa. Their career trajectory has included roles at New England Financial/ New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Principal Life Insurance Company and Principal Securities Inc. Principal Securities, Inc is headquartered in West Des Moines, Iowa, and operates out of 350 additional locations across the United States. In total, Principal Securities, Inc manages $8 billion in assets covering 34,673 client accounts and employs more than 1,564 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 19,334 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Principal Securities, Inc can offer 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
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
Matthew Banzhaf Work History
Matthew has 10 years of experience.
Principal Life Insurance Company
Principal Securities Inc
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
New England Financial/ New England Securities
Matthew Banzhaf has no disclosures.
Please visit their SEC profile for more details.
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