Benjamin
Trevino
Principal Securities, Inc
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About this Advisor
Benjamin Trevino is a financial advisor based in Menomonee Falls, Wisconsin, who has 11 years of industry experience. Trevino is currently employed by Principal Securities, Inc. Throughout their career, they have worked at Principal Life Insurance Co, Princor Financial Services Corp and Union Financial Inc. Trevino maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Principal Securities, Inc is an advisory business based out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 employees. It handles $9 billion in assets under management among its 46,075 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 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 assets. The company provides 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. A financial advisor's fees vary depending on which service is offered. Fees charged by Principal Securities, Inc may include some blend 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
Benjamin Trevino Work History
Benjamin has been registered as a financial advisor for 11 years.*
Union Financial Inc
Principal Life Insurance Co
Princor Financial Services Corp
*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 Benjamin Trevino 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
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Birmingham, AL
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Des Moines, IA
Seattle, WA
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Bethesda, MD
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