Carson
Wirges

Principal Securities, Inc

CRD#6192198
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Carson Wirges is a financial advisor who works in Colorado Springs, Colorado. Wirges is currently employed by Principal Securities, Inc. Throughout their career, they have worked at Securities America Inc, Midland University, Dave Janke Plumbing, Northwestern Mutual Life Insurance, Securities America Advisors, Principal Life Insurance and Principal Securities. Wirges holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Iowa. Principal Securities, Inc is an advisory business that has its headquarters in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 advisors. It administers $9 billion in total assets across its 46,075 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 34 charitable organizations. Of its 46,075 client accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. Principal Securities, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services are provided. However, fee types charged by Principal Securities, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Colorado Springs, CO

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

CO Average: 166
Total Number of Accounts

46,075

CO Average: 7,189
Average Account Size

$204,381

CO Average: $1,287,990

Investment Advisory Services

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

Carson Wirges Work History

Carson has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Principal Life Insurance

2023 - Present (1 year)

Principal Securities

2016 - 2023 (7 years)

Securities America Advisors

2015 - 2023 (8 years)

Securities America Inc

2013 - 2014 (1 year)

Northwestern Mutual Life Insurance

2011 - 2014 (3 years)

Midland University

2007 - 2015 (8 years)

Dave Janke Plumbing

*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 Carson Wirges 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

Alison White
Birmingham, AL
William Daines
Tampa, FL
Conrad Beeler
Lansing, MI
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
James Henry
Wdm, IA
Craig Forster
Arlington, TX
Justin Terrell
Bethesda, MD

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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