Grayden
Stone

Principal Securities, Inc

CRD#7779314
Investment Advisor
in Bismarck, ND

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About this Advisor

Grayden Stone is a financial advisor based in Bismarck, North Dakota, working with Principal Securities, Inc. Grayden has previously held positions at Dakota Community Bank & Trust, Leier Caulking Inc, Runnings Farm & Fleet, Principal Life Insurance Co, Principal Securities, American Family Insurance, Nitro Green, Bismarck High School, Dickinson State University, Hagen Junior High, and Dakota Community Investments. Grayden has passed the Series 66 regulatory exam and is registered to provide services in North Dakota. Currently, Grayden is part of Principal Securities, Inc, which operates out of Bismarck, North Dakota. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

1727 State St
Bismarck, ND 58501

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

ND Average: 166
Total Number of Accounts

54,844

ND Average: 7,189
Average Account Size

$220,730

ND 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

Grayden Stone Work History

2024 - Present (0 year)

Dakota Community Investments

2023 - Present (1 year)

Principal Life Insurance Co

2023 - Present (1 year)

Principal Securities

2021 - Present (3 years)

Dakota Community Bank & Trust

2019 - 2021 (2 years)

Leier Caulking Inc

2018 - 2019 (1 year)

Runnings Farm & Fleet

2018 - 2022 (4 years)

Dickinson State University

2017 - 2017 (< 1 year)

American Family Insurance

2016 - 2016 (< 1 year)

Nitro Green

2014 - 2018 (4 years)

Bismarck High School

2012 - 2014 (2 years)

Hagen Junior High

Disclosures

Please visit the SEC profile of Grayden Stone 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

Robert Little
Birmingham, AL
Jill Leland
Corpus Christi, TX
Roger Goren
Melville, NY
William Krag
Collierville, TN
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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