Joshua
Kistner
Principal Securities, Inc
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About this Advisor
Joshua Kistner is a financial advisor based out of Columbia, Illinois with 1 year of industry experience. Kistner currently works for Principal Securities, Inc. Over the course of their career, Kistner has held roles at Wells Fargo Clearing Services LLC, Bruce Doyle State Farm, Lance Haight State Farm, Principal Life Insurance Company and Principal Securities Inc. Kistner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois and Texas. Principal Securities, Inc is a financial advisory company headquartered in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 financial advisors. It handles $9 billion in total assets among its 46,075 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 34 charitable organizations. Of its 46,075 client accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. Principal Securities, Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Principal Securities, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Joshua Kistner Work History
Joshua has been registered as a financial advisor for 1 years.*
Principal Life Insurance Company
Principal Securities Inc
Wells Fargo Clearing Services LLC
Bruce Doyle State Farm
Lance Haight State Farm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Kistner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Seattle, WA
Des Moines, IA
Des Moines, IA
Williamston, MI
Lansing, MI
Fargo, ND
Birmingham, AL
Milwaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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