Principal Securities, Inc
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About this Advisor
Todd Graff is a financial advisor who is based in West Des Moines, Iowa. Currently an investment advisor at Principal Securities, Inc, they have accrued 12 years of experience as a registered investment advisor. Graff holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Graff can act as an advisor based out of Iowa. Over the course of their career, Graff has held roles at Princor Financial Services and Principal Life Insurance. Principal Securities, Inc is headquartered in West Des Moines, Iowa, and has 354 additional locations throughout the nation. As a registered investment firm, Principal Securities, Inc oversees $6 billion in assets throughout 28,235 accounts and employs more than 1,687 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 12,357 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 2% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Principal Securities, Inc offers 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
Todd Graff Work History
Todd has 12 years of experience.
Princor Financial Services
Principal Life Insurance
Todd Graff has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Principal Securities, Inc
West Des Moines, IA
West Des Moines, IA
Walnut Creek, CA