Principal Securities, Inc
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About this Advisor
Brian Klemczak is a certified financial planner whose office is in Lansing, Michigan. Currently a registered financial advisor at Principal Securities, Inc, they have accrued 11 years of professional experience. Klemczak maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Klemczak can serve investors based out of Michigan. During their career, Klemczak has held roles at Edward Jones, Principal Life Ins Co, Princor Financial Services Corp, Financial Accounting Services, Steinkopf Nursery, Breadsmith, The Centennial Group and Washington Avenue Advisors. Principal Securities, Inc is headquartered in Lansing, Michigan, and operates out of 350 other brick-and-mortar locations throughout the nation. Overall, Principal Securities, Inc manages $6 billion in assets throughout 31,797 client accounts and retains more than 1,603 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 15,510 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Principal Securities, Inc provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients 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
Brian Klemczak Work History
Brian has 12 years of experience.
Washington Avenue Advisors
The Centennial Group
Princor Financial Services Corp
Principal Life Ins Co
Financial Accounting Services
Brian Klemczak has no disclosures.
Please visit their SEC profile for more details.
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