Principal Securities, Inc
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About this Advisor
Matthew Sunde is a financial advisor located in West Des Moines, Iowa. Currently an investment advisor with Principal Securities, Inc, they have gathered 15 years of experience as an investment advisor. Sunde holds Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Sunde is able to work with investors in Iowa. Over the course of their career, they have held roles at Principal Life Insurance Co and Princor Financial Services. Principal Securities, Inc is located in West Des Moines, Iowa, and operates out of 354 other brick-and-mortar locations in the United States. In total, Principal Securities, Inc oversees $6 billion in assets throughout 28,235 client accounts and employs more than 1,687 people. The firm's total assets under management places it among the largest investment advisory firms in the nation. 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 firm's investors are high-net-worth individuals, meaning they have over $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's fees may 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 Sunde Work History
Matthew has 15 years of experience.
Principal Life Insurance Co
Princor Financial Services
Matthew Sunde has disclosures.
Please visit their SEC profile for more details.