Joseph
Newgren

Principal Securities, Inc

CRD#6130712
Investment Advisor
in Hopkins, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Joseph Newgren is a financial advisor operating out of Hopkins, Minnesota, who has been in the advisory business for 10 years. Newgren works at Principal Securities, Inc. During their career, Newgren has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Welsh Companies and Principal Securities Inc. Newgren maintains a Series 63 license, qualifying them as a securities representative, and is able to work in Minnesota. Principal Securities, Inc is a registered investment business based out of Hopkins, Minnesota. The company has offices in 350 locations and a total of 1,564 financial advisors. It has $8 billion in assets between its 34,673 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 29 charitable organizations. Of its 34,673 accounts, just 4% are associated with high-net-worth investors who have at least $1 million in investable assets. Principal Securities, Inc performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely are based on the financial services offered. Fees billed by Principal Securities, Inc most likely include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

10 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

11100 Wayzata Blvd Ste 405
Hopkins, MN 55305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Principal Securities, Inc Brokerage Details

Total Assets Under Management

$7,610,249,885

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

1,564

MN Average: 166
Total Number of Accounts

34,673

MN Average: 7,189
Average Account Size

$219,486

MN Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Joseph Newgren Work History

Joseph has 10 years of experience.

2020 - Present (1 year)

Principal Life Insurance Company

2016 - Present (5 years)

Principal Securities Inc

2013 - 2017 (4 years)

Principal Life Insurance Company

2012 - 2016 (4 years)

Princor Financial Services Corporation

2010 - 2012 (2 years)

Welsh Companies

Disclosures

Joseph Newgren has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Edwin Blehm
Lincoln, NE
Eric Johnson
Des Moines, IA
Seth Morsey
Roseville, CA
Theologos Basis
Des Moines, IA
Katherine Anders
Raleigh, NC
Lisa Grefe
West Des Moines, IA
Daniel Bergner
Hopkins, MN
Matthew Pevahouse
Brentwood, TN

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started