Skyler
Roorda
Principal Securities, Inc
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About this Advisor
Skyler Roorda is a financial advisor operating in Des Moines, Iowa with a total of 6 years of industry experience. Roorda is an employee of Principal Securities, Inc. Their career trajectory has included roles at First American Bank, Great Western Bank, Ameritas Investment Corp, Central Financial Group, Principal Securities and Principal. Roorda holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Iowa. Principal Securities, Inc is a registered investment company based in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 advisors. It controls $9 billion in assets between its 46,075 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 34 charitable organizations. Of its 46,075 accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Principal Securities, Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice are based on which services are provided. Fee types billed by Principal Securities, Inc most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Skyler Roorda Work History
Skyler has been registered as a financial advisor for 6 years.*
Principal Securities
Principal
Central Financial Group
First American Bank
Ameritas Investment Corp
Great Western Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Skyler Roorda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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