Michael
Sohrenssen

Principal Securities, Inc

CRD#2187371
Investment Advisor
in Lancaster, OH

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About this Advisor

Michael Sohrenssen is a financial advisor working in Lancaster, Ohio with a total of 8 years of industry experience. Sohrenssen is an advisor for Principal Securities, Inc. Their career trajectory has included roles at Princor Financial Services Corporation, Principal Life Ins. Co, Benefits Specialists Inc and Mls Financial. Sohrenssen is able to advise clients in Ohio. Principal Securities, Inc is a firm operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 people on staff. It has $9 billion in assets under management between its 46,075 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 34 charities and foundations. Of its 46,075 client accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. Principal Securities, Inc provides a wide 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 management fees largely vary depending on the services. However, fee types charged by Principal Securities, Inc likely include some combination of asset-based, hourly, fixed and other fees.

Years Registered*

8 years

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

1975 Breed Hill Ct
Lancaster, OH 43130

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

OH Average: 166
Total Number of Accounts

46,075

OH Average: 7,189
Average Account Size

$204,381

OH 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

Michael Sohrenssen Work History

Michael has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Mls Financial

2000 - Present (24 years)

Princor Financial Services Corporation

2000 - Present (24 years)

Principal Life Ins. Co

2000 - 2015 (15 years)

Benefits Specialists Inc

*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 Michael Sohrenssen 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

Michael Adelman
Des Moines, IA
David Bellia
Raleigh, NC
William Daines
Tampa, FL
Benjamin Eichler
Williamston, MI
James Henry
Wdm, IA
Paige Lewis
Seattle, WA
John Pettit
Puyallup, WA
Conrad Beeler
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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