Principal Securities, Inc

Investment Advisor
in Hopkins, MN

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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



Office Location

11100 Wayzata Blvd Ste 405
Hopkins, MN 55305

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Principal Securities, Inc Brokerage Details

Total Assets Under Management


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


MN Average: 166
Total Number of Accounts


MN Average: 7,189
Average Account Size


MN 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

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


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.

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