Matthew
Kulla
Principal Securities, Inc
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About this Advisor
Matthew Kulla is a financial advisor working in Cleveland, Ohio who has 2 years of relevant experience. Kulla is currently employed by Principal Securities, Inc. Over the course of their career, Kulla has held roles at Rocknes, Die Guys Inc, Blue Canyon, Ups, Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Principal Securities Inc and Principal Life Insurance Co. Kulla holds a Series 63 license, certifying them as a securities broker, and is able to serve investors in Ohio. Principal Securities, Inc is a firm based in Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It handles $9 billion in assets across its 46,075 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 34 charities and foundations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which services are provided. However, fee types billed by Principal Securities, Inc likely are comprised 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
Matthew Kulla Work History
Matthew has been registered as a financial advisor for 2 years.*
Principal Life Insurance Co
Principal Securities Inc
Northwestern Mutual Investment Services LLC
Die Guys Inc
Northwestern Mutual Life Insurance Company
Rocknes
Ups
Blue Canyon
Student
*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 Matthew Kulla 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
Milwaukee, WI
Seattle, WA
Birmingham, AL
Williamston, MI
Wdm, IA
Des Moines, IA
Arlington, TX
Lansing, MI
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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