Principal Securities, Inc
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About this Advisor
Matthew Banzhaf is a financial advisor working in West Des Moines, Iowa, who has been in the industry for 11 years. Banzhaf is on the advisory team at Principal Securities, Inc. Over the course of their career, Banzhaf has held roles at New England Financial/ New England Securities, Grandview University, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Principal Life Insurance Company and Principal Securities Inc. Banzhaf maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Principal Securities, Inc is a registered investment company that has its headquarters in West Des Moines, Iowa. It has offices in 350 locations and a total of 1,603 employees. It handles $6 billion in assets under management among its 31,797 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 30 charities and foundations. Of its 31,797 client accounts, just 3% are associated with high-net-worth clients who have at least $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 largely vary depending on which services are offered. However, fee types billed by Principal Securities, Inc most likely include 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 12 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.
Financial Advisors at Principal Securities, Inc
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