Principal Securities, Inc
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About this Advisor
Tonya Mathison is a financial advisor based out of Des Moines, Iowa who has 1 year of relevant experience. Mathison currently works for Principal Securities, Inc. Their career trajectory has included roles at Princor Financial Services Corporation, Principal Life Insurance Company and Principal Securities Inc. Mathison holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to advise clients in Iowa. Principal Securities, Inc is a financial advisory company operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 financial advisors. It oversees $9 billion in total assets between its 46,075 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 34 charitable organizations. Of its 46,075 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Principal Securities, Inc performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Principal Securities, Inc can include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Principal Securities, Inc Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Tonya Mathison Work History
Tonya has been registered as a financial advisor for 1 years.*
Principal Securities Inc
Principal Life Insurance Company
Princor Financial Services Corporation
*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.
Please visit the SEC profile of Tonya Mathison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
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 firstname.lastname@example.org.
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