Kimberly
Vielhaber
Principal Securities, Inc
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About this Advisor
Kimberly Vielhaber is a financial advisor based in Bethesda, Maryland, working with Principal Securities, Inc. Kimberly has previously held positions at Adeptus Partners, Triad Advisors, Eaglestone Tax, Montgomery County, Clemson University, Full-Time Education, Misson Group Dos, Principal Life Insurance, and Principal Securities. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Kimberly is part of Principal Securities, Inc, which operates out of Bethesda, Maryland. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kimberly Vielhaber Work History
Principal Life Insurance
Principal Securities
Misson Group Dos
Eaglestone Tax
Triad Advisors
Eaglestone Tax
Adeptus Partners
Clemson University
Montgomery County
Full-Time Education
Montgomery County
Full-Time Education
Disclosures
Please visit the SEC profile of Kimberly Vielhaber 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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