Benjamin
Custer

Principal Securities, Inc

CRD#6293860
Investment Advisor
in Overland Park, KS

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About this Advisor

Benjamin Custer is a financial advisor working in Overland Park, Kansas, who has 2 years of industry experience. Custer is an employee of Principal Securities, Inc. Throughout their career, Custer has worked at Freightquote, Edward Jones, Principal Securities Inc and Principal Life Insurance Company. Custer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Kansas. Principal Securities, Inc is a firm that has its headquarters in Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 people on staff. It oversees $9 billion in assets under management across its 46,075 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 34 charities and foundations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm provides a wide assortment of services, such as 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 largely depend on the financial services. Fees charged by Principal Securities, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11101 Switzer Rd Ste 100
Overland Park, KS 66210

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

KS Average: $9,259,360,772
Total Number of Employees

1,430

KS Average: 166
Total Number of Accounts

46,075

KS Average: 7,189
Average Account Size

$204,381

KS Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Custer Work History

Benjamin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Principal Securities Inc

2021 - 2022 (1 year)

Principal Life Insurance Company

2014 - 2021 (7 years)

Edward Jones

2011 - 2013 (2 years)

Freightquote

*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 Benjamin Custer 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

Nicholas Albani
Tampa, FL
Sean Oconnor
Syracuse, NY
Kevin Bower
Phoenix, AZ
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
James Henry
Wdm, IA
Craig Forster
Arlington, TX
Justin Terrell
Bethesda, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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