Brian
Klemczak

Principal Securities, Inc

CRD#5919834
Investment Advisor
in Lansing, MI

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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

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1146 S Washington Ave
Lansing, MI 48910

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

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

1,603

MI Average: 166
Total Number of Accounts

31,797

MI Average: 7,189
Average Account Size

$192,151

MI Average: $1,287,990

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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.

2016 - Present (4 years)

Washington Avenue Advisors

2015 - Present (5 years)

The Centennial Group

2013 - Present (7 years)

Princor Financial Services Corp

2013 - 2015 (2 years)

Principal Life Ins Co

2012 - 2013 (1 year)

Financial Accounting Services

2011 - 2012 (1 year)

Edward Jones

2010 - 2011 (1 year)

Steinkopf Nursery

2008 - 2010 (2 years)

Breadsmith

Disclosures

Brian Klemczak has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Paul Kranich
Walnut Creek, CA
Conrad Beeler
Lansing, MI
Jennifer Cromer
Jacksonville, FL
Christina Loranger
Waltham, MA
John Murray
Wayne, PA
Daniel Seefeldt
Indianapolis, IN
Jeffery White
Roseville, CA
Brian Anderson
Mount Pleasant, SC

This content was compiled from the SEC and FINRA.

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